James J. Meehan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
James Joseph Meehan III, who also goes by James Joseph Meehan, was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 1991. James had worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 9, 2011 - June 10, 2016
PILLAR WEALTH ADVISORS, LLC
November 18, 2011 - February 3, 2025
HORNOR, TOWNSEND & KENT, LLC
May 9, 2011 - February 3, 2025
HORNOR, TOWNSEND & KENT, LLC
June 24, 2002 - May 6, 2011
NEW ENGLAND SECURITIES
August 21, 1991 - May 6, 2011
NEW ENGLAND SECURITIES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
PILLAR WEALTH ADVISORS, LLC
CRD#: 159642 / SEC#: 801-110543
Contact information
Regulatory assets under management
| Total Number of Accounts | 790 |
| AUM (Assets Under Management) | $ 296,235,214 |
Red Flags
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