Claim Profile
Unclaimed Profile
MJ

Mark Russell James

HONEYWELL CAPITAL MANAGEMENT LLC·MORRIS PLAINS, New Jersey
Clean recordHONEYWELL CAPITAL MANAGEMENT LLC
115 TABOR ROAD, MORRIS PLAINS, NJ 07950CRD# 5509222Firm CRD# 109537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Russell James · MORRIS PLAINS, NJ
Registration
CRD #5509222 · HONEYWELL CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Russell James is a registered financial advisor based in MORRIS PLAINS, New Jersey, affiliated with HONEYWELL CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Mark

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

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

03

Firm Overview

Firm
HONEYWELL CAPITAL MANAGEMENT LLC
HONEYWELL CAPITAL MANAGEMENT LLC
AUM
$13.7B
Regulatory assets under management
Employees
17
Total firm employees
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: AT COST BASED ON DIRECT EXPENSES FOR INTERNAL MANAGEMENT
Regulatory
SEC/IARD CRD# 5509222
Firm CRD# 109537
View on FINRA BrokerCheck →

Looking for a financial advisor in MORRIS PLAINS?

Browse all registered financial advisors in MORRIS PLAINS, New Jersey or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Mark Russell James offer?
Mark Russell James specializes in Wealth Management. Contact their office in MORRIS PLAINS, New Jersey for a consultation.
What are Mark Russell James's credentials?
Mark Russell James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Russell James located?
Mark Russell James is based in MORRIS PLAINS, New Jersey, working with HONEYWELL CAPITAL MANAGEMENT LLC. Their office serves clients in the MORRIS PLAINS metropolitan area and surrounding communities.
How does Mark Russell James charge for services?
Mark Russell James's firm is compensated through percentage of aum, other: at cost based on direct expenses for internal management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HONEYWELL CAPITAL MANAGEMENT LLC?
HONEYWELL CAPITAL MANAGEMENT LLC has approximately 17 employees and manages $13.7B 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 →