Unclaimed Profile

James Henry Dresselaers

H. BECK, INC.·BETHESDA, Maryland

SIE, Series 4, Series 7, Series 24, Series 63, Series 65CFP25 years registeredH. BECK, INC.

6600 ROCKLEDGE DRIVE, BETHESDA, MD 20817-1806CRD# 1106109Firm CRD# 1763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Henry Dresselaers · BETHESDA, MD

Registration

CRD #1106109 · H. BECK, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: H. BECK, INC.

H. BECK, INC.

Nov 2003 – Oct 2017

BETHESDA, MD

JEFFERSON PILOT SECURITIES CORP

Feb 2003 – Nov 2003

HUNTINGDON VALLEY, PA

POLARIS ADVISORY SERVICES INC

Feb 2001 – Feb 2003

HUNTINGDON VALLEY, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 5, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

2019Regulatory·Final

2018Customer Dispute·Settled

2017Regulatory·Final

2015Customer Dispute·Settled

8 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

H. BECK, INC.

CRD 1763 · SEC 801-

AUM

$2.0B

Regulatory assets under management

Employees

406

7,230 client accounts

Services offered by H. BECK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at H. BECK, INC. →

Introduction

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Frequently Asked Questions

What services does James Henry Dresselaers offer?

James Henry Dresselaers specializes in Financial Planning, Investment Management.

What are James Henry Dresselaers's credentials?

James Henry Dresselaers holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Henry Dresselaers located?

James Henry Dresselaers is based in BETHESDA, Maryland, last registered with H. BECK, INC..

How does James Henry Dresselaers charge for services?

James Henry Dresselaers'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 H. BECK, INC.?

H. BECK, INC. has approximately 406 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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