JM
James A. Mayo
IRONFJORD WEALTH MANAGEMENT
LAKEWOOD, CO 80228
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CRD#: 8007683
JM
Professional summary
James A. Mayo is a registered financial advisor currently at IRONFJORD WEALTH MANAGEMENT located in Lakewood, Colorado.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. James has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.) IronFjord Tax Professionals LLC; Not Investment Related; Lakewood, CO; An income tax preparation and consulting practice; Principal and Tax Professional; Start Date 09/2025; Approx. 16 hours/month (10%) devoted to this business.
CRS (Client Relationship Summary) - RIA
Click below to view James A. Mayo'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
November 27, 2024 - Present
IRONFJORD WEALTH MANAGEMENT
Office #1: 13701 W Jewell Ave Suite 200-29, Lakewood, CO 80228RIA
CRD#: 333955
LAKEWOOD, CO
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
Colorado(11/27/2024)
Current Firm
IW
IRONFJORD WEALTH MANAGEMENT
IRONFJORD | IRONFJORD WEALTH MANAGEMENT LLC | IRONFJORD WEALTH MANAGEMENT
CRD#: 333955 / SEC#:
Colorado
Registered Investment Advisory firm - (11/27/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13701 W Jewell Ave Suite 200-29, Lakewood, CO 80228
Mailing Address
Phone number
(303) 800-2840
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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