James M. Meyer

TOWER BRIDGE ADVISORS

West Conshohocken, PA 19428-2075

Some features on this profile are disabled

CRD#: 333111

Professional summary

James Maurice Meyer, who also goes by James M Meyer, is a registered financial advisor currently at TOWER BRIDGE ADVISORS located in West Conshohocken, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. James has worked at 4 firms and has passed the Series 63, PC, Series 16, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James M Meyer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Maurice Meyer'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

December 6, 2001 - Present

TOWER BRIDGE ADVISORS

Office #1: 300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075

RIA

CRD#: 115700

West Conshohocken, PA

Past

August 22, 2001 - October 11, 2001

BOENNING & SCATTERGOOD, INC.

CRD#: 100

WEST CONSHOHOCKEN, PA

Past

November 16, 1982 - September 17, 2001

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

October 22, 1970 - March 15, 1973

KERBS & COMPANY

CRD#: 1000002

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".

TOWER BRIDGE ADVISORS

TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.

CRD#: 115700 / SEC#: 801-60640

RIA

Registered Investment Advisory firm - (10/5/2001 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(12/6/2001)

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

Series 63

Date: 12/10/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

PC

Date: 8/8/1977

AMEX Put and Call Exam

General Industry/Product Exam

Series 16

Date: 12/7/1970

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 1

Date: 10/19/1970

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/23/1997

General Securities Principal Examination

Current Firm

TOWER BRIDGE ADVISORS

TOWER BRIDGE ADVISORS | TOWER BRIDGE ADVISORS, INC.

CRD#: 115700 / SEC#: 801-60640

RIA

Registered Investment Advisory firm - (10/5/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075

Mailing Address

Phone number

(610) 260-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TOWER BRIDGE ADVISORS PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	794
AUM (Assets Under Management)	$ 1,317,334,651

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James M. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Maurice Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOENNING & SCATTERGOOD, INC.

JANNEY MONTGOMERY SCOTT LLC

KERBS & COMPANY

Primary Firm SEC Registration

TOWER BRIDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 12/10/1982

PC

Date: 8/8/1977

Series 16

Date: 12/7/1970

Series 1

Date: 10/19/1970

Series 24

Date: 6/23/1997

Current Firm

TOWER BRIDGE ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOWER BRIDGE ADVISORS

TRUST BUT VERIFY

Similar Advisors