JM
James A. Mann
VULCAN VALUE PARTNERS LLC
Birmingham, AL 35223
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CRD#: 2713401
JM
Professional summary
James Ashley Mann, who also goes by Ashley Mann, James Mann, is a registered financial advisor currently at VULCAN VALUE PARTNERS LLC located in Birmingham, Alabama and PARALEL DISTRIBUTORS located in Birmingham, Alabama.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. James has worked at 10 firms and has passed the Series 63, Series 66, Series 99TO, Series 52TO, Series 79TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ashley Mann | James Mann
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.
1) Vulcan Value Partners, LLC.; Investment-Related; Three Protective Center 2801 Highway 280 South, Suite 300 Birmingham, AL 35223; Registered Investment Advisor Compliance Officer; 07/2022; 160 HRS/MON; 160 HRS/MON During Trading Hours; Compliance Officer for Registered Investment Advisor - compliance oversight, marketing review, regulatory filings, compliance training for registered Representatives. 2) Self; Not-Investment Related; Address on File; Selling Music and Music Memorabilia from Rented Booth in Antique Mall; 09/2020; 20 HRS/MON; None During Trading Hours; Procuring and Selling Items.
CRS (Client Relationship Summary) - RIA
Click below to view James Ashley Mann's 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®
NoneExperience
Current
August 26, 2022 - Present
VULCAN VALUE PARTNERS LLC
Office #1: Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223RIA
CRD#: 151190
Birmingham, AL
Current
September 12, 2025 - Present
PARALEL DISTRIBUTORS
Office #1: 2801 Highway 280 South Suite 300, Birmingham, AL 35223BD
CRD#: 316115
Birmingham, AL
Past
August 11, 2022 - September 12, 2025
ALPS DISTRIBUTORS, INC.
BD
CRD#: 16853
BIRMINGHAM, AL
Past
November 17, 2020 - August 1, 2022
RFG ADVISORY, LLC
RIA
CRD#: 158401
VESTAVIA HILLS, AL
Past
November 16, 2020 - July 6, 2022
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
Birmingham, AL
Past
July 23, 2015 - November 17, 2020
INVESTMENT DISTRIBUTORS, INC.
BD
CRD#: 35490
BIRMINGHAM, AL
Past
May 16, 2013 - July 10, 2015
BBVA SECURITIES INC.
BD
CRD#: 27060
BIRMINGHAM, AL
Past
April 10, 2012 - July 10, 2015
PNC MANAGED ACCOUNT SOLUTIONS, INC.
RIA
CRD#: 110476
BIRMINGHAM, AL
Past
April 9, 2012 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
BD
CRD#: 17086
BIRMINGHAM, AL
Past
August 1, 2006 - April 2, 2012
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
BIRMINGHAM, AL
Past
August 26, 2003 - April 2, 2012
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
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".
VV
VULCAN VALUE PARTNERS LLC
VULCAN VALUE PARTNERS LLC
CRD#: 151190 / SEC#: 801-70739
RIA
Registered Investment Advisory firm - (11/5/2009 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(8/26/2022)
RR
Alabama(9/12/2025)
RR
Alaska(9/12/2025)
RR
Arizona(9/12/2025)
RR
Arkansas(9/12/2025)
RR
California(9/12/2025)
RR
Colorado(9/12/2025)
RR
Connecticut(9/12/2025)
RR
Delaware(9/12/2025)
RR
District of Columbia(9/12/2025)
RR
Florida(9/12/2025)
RR
Georgia(9/12/2025)
RR
Hawaii(9/12/2025)
RR
Idaho(9/12/2025)
RR
Illinois(9/12/2025)
RR
Indiana(9/12/2025)
RR
Iowa(9/12/2025)
RR
Kansas(9/12/2025)
RR
Kentucky(9/12/2025)
RR
Louisiana(9/12/2025)
RR
Maine(9/12/2025)
RR
Maryland(9/12/2025)
RR
Massachusetts(9/12/2025)
RR
Michigan(9/12/2025)
RR
Minnesota(9/12/2025)
RR
Mississippi(9/12/2025)
RR
Missouri(9/12/2025)
RR
Montana(9/12/2025)
RR
Nebraska(9/12/2025)
RR
Nevada(9/12/2025)
RR
New Hampshire(9/12/2025)
RR
New Jersey(9/12/2025)
RR
New Mexico(9/12/2025)
RR
New York(9/12/2025)
RR
North Carolina(9/12/2025)
RR
North Dakota(9/12/2025)
RR
Ohio(9/12/2025)
RR
Oklahoma(9/12/2025)
RR
Oregon(9/12/2025)
RR
Pennsylvania(9/12/2025)
RR
Rhode Island(9/12/2025)
RR
South Carolina(9/12/2025)
RR
South Dakota(9/12/2025)
RR
Tennessee(9/12/2025)
IAR
Texas(8/29/2022)
RR
Texas(9/12/2025)
RR
Utah(9/12/2025)
RR
Vermont(9/12/2025)
RR
Virginia(9/12/2025)
RR
Washington(9/12/2025)
RR
West Virginia(9/12/2025)
RR
Wisconsin(9/12/2025)
RR
Wyoming(9/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VV
VULCAN VALUE PARTNERS LLC
VULCAN VALUE PARTNERS LLC
CRD#: 151190 / SEC#: 801-70739
RIA
Registered Investment Advisory firm - (11/5/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223
Mailing Address
Phone number
(205) 803-1582
Established
Firm type
Fiscal year end
# of Employees
45
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 312 |
| AUM (Assets Under Management) | $ 6,922,012,634 |
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.
Company Information
VULCAN VALUE PARTNERS LLC
CRD#: 151190Birmingham, AL 35223TRUST BUT VERIFY
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