James W. Huntington

MPM WEALTH ADVISORS

PERRYSBURG, OH 43551

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CRD#: 253565

Professional summary

James Winfield Huntington, who also goes by Jim Huntington, is a registered financial advisor currently at MPM WEALTH ADVISORS located in Perrysburg, Ohio.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. James has worked at 10 firms and has passed the Series 65 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Huntington

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DBA OBS Insurance. Owns and operates OBS Insurance and is an agent for various insurance companies. I receive customary compensation resulting from implementing product transactions on behalf of advisory clients,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Winfield Huntington's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 22, 2003 - Present

MPM WEALTH ADVISORS

Office #1: 7015 Lighthouse Way Suite 400, Perrysburg, OH 43551

RIA

CRD#: 104926

PERRYSBURG, OH

Past

May 19, 2008 - January 23, 2014

OBS FINANCIAL

RIA

CRD#: 138615

WHITEHOUSE, OH

Past

July 17, 2001 - July 7, 2009

OBS BROKERAGE SERVICES, INC.

CRD#: 104281

WHITEHOUSE, OH

Past

June 27, 1997 - June 28, 2001

SMH CAPITAL INVESTMENTS LLC

CRD#: 24535

FT. WORTH, TX

Past

June 4, 1993 - June 26, 1997

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

October 30, 1992 - June 11, 1993

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

September 12, 1985 - August 3, 1992

CONTINENTAL CAPITAL SECURITIES, INC

CRD#: 14635

SYLVANIA, OH

Past

March 1, 1984 - October 17, 1985

NEW ENGLAND SECURITIES

CRD#: 615

Past

September 18, 1973 - November 22, 1982

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

Past

September 18, 1973 - March 26, 1984

MONY SECURITIES CORPORATION

CRD#: 4386

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MPM WEALTH ADVISORS

MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA

Registered Investment Advisory firm - (11/17/1995 Approved)

Florida

Registered Investment Advisory firm - (3/21/2003 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/31/2003)

IAR

Ohio
(1/22/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/9/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 1

Date: 9/13/1973

Registered Representative Examination

Current Firm

MPM WEALTH ADVISORS

MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA

Registered Investment Advisory firm - (11/17/1995 Approved)

Florida

Registered Investment Advisory firm - (3/21/2003 Cancelled)

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Contact information

Main Address

7429 International Drive Suite A, Holland, OH 43528-8623

Mailing Address

Phone number

(419) 861-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MPM WEALTH ADVISORS - FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	2,435
AUM (Assets Under Management)	$ 888,866,554

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James W. Huntington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Winfield Huntington's CRS (Customer Relationship Summary).

Certified licenses

Experience

OBS FINANCIAL

OBS BROKERAGE SERVICES, INC.

SMH CAPITAL INVESTMENTS LLC

VESTAX SECURITIES CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, LLC

CONTINENTAL CAPITAL SECURITIES, INC

NEW ENGLAND SECURITIES

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

MPM WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/1999

Series 1

Date: 9/13/1973

Current Firm

MPM WEALTH ADVISORS

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MPM WEALTH ADVISORS

TRUST BUT VERIFY

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