AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

James Edward Brennan

1 NORTH WEALTH SERVICES, LLC·ANNAPOLIS, Maryland
Clean record1 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Edward Brennan is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with 1 NORTH WEALTH SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
1 NORTH WEALTH SERVICES, LLC
1 NORTH WEALTH SERVICES, LLC
AUM
$273M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at 1 NORTH WEALTH SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2717083
Firm CRD# 115948
View on FINRA BrokerCheck →

Looking for a financial advisor in ANNAPOLIS?

Browse all registered financial advisors in ANNAPOLIS, Maryland or claim this profile if it's yours.

Browse ANNAPOLIS AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at 1 NORTH WEALTH SERVICES, LLC

N. Scott Gardiner
SEVERNA PARK, MD
Karl J. Appel
SEVERNA PARK, MD

More Advisors in ANNAPOLIS, Maryland

Candice Ezzat Davis
SCARBOROUGH ADVISORS, LLC·ANNAPOLIS, MD
David Tanner Rhodes
EASTPORT ADVISORS, LLC·ANNAPOLIS, MD
Roberta Paquin
REALTERM TRANSPORTATION LLC·ANNAPOLIS, MD
Ann M. Covington
COVINGTONALSINA, LLC·ANNAPOLIS, MD
Paul C Sisson
REALTERM TRANSPORTATION LLC·ANNAPOLIS, MD
Scot Edward Labin
WESTBOURNE INVESTMENT ADVISORS INC.·ANNAPOLIS, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)FULTON (24)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile