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James Edward Brennan

1 NORTH WEALTH SERVICES, LLC·ANNAPOLIS, Maryland
Series 7, Series 63Clean record21 years registered1 NORTH WEALTH SERVICES, LLC
1997 ANNAPOLIS EXCHANGE PARKWAY, ANNAPOLIS, MD 21401CRD# 2717083Firm CRD# 115948

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edward Brennan · ANNAPOLIS, MD
Registration
CRD #2717083 · 1 NORTH WEALTH SERVICES, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

1 NORTH WEALTH SERVICES, LLC
Jan 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · January 3, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
1 NORTH WEALTH SERVICES, LLC
CRD 115948 · SEC 801-60941
AUM
$273M
Regulatory assets under management
Employees
4
687 client accounts
Services offered by 1 NORTH WEALTH SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at 1 NORTH WEALTH SERVICES, LLC →
Introduction

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05

Frequently Asked Questions

What services does James Edward Brennan offer?
James Edward Brennan specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are James Edward Brennan's credentials?
James Edward Brennan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Brennan located?
James Edward Brennan is based in ANNAPOLIS, Maryland, working with 1 NORTH WEALTH SERVICES, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does James Edward Brennan charge for services?
James Edward Brennan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1 NORTH WEALTH SERVICES, LLC?
1 NORTH WEALTH SERVICES, LLC has approximately 4 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Karl J. Appel
SEVERNA PARK, MD

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