Investment adviser representative · Familywealth Asset Management
James A. Mayer
CRD 2261997 · Masfield, MA
At a glance
James A. Mayer is an investment adviser representative with Familywealth Asset Management in Masfield, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2021, about 5 years ago.
Current advisory firms
- Familywealth Asset ManagementSince January 2021Masfield, MA · $177M in regulatory assets
- FamilywealthSince January 2021North Attleboro, MA · $395M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.