Unclaimed Profile

James Robert Mcdermott

MADISON FINANCIAL ADVISORS, LTD·CINCINNATI, Ohio

Series 65Clean record25 years registeredMADISON FINANCIAL ADVISORS, LTD

7755 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 3138520Firm CRD# 111728

Profile Verification

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

Identity

James Robert Mcdermott · CINCINNATI, OH

Registration

CRD #3138520 · MADISON FINANCIAL ADVISORS, LTD · 25 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Jan 2024 – present

MADISON WEALTH MANAGEMENT

Nov 2000 – Jan 2024

Leesburg, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 17, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MADISON FINANCIAL ADVISORS, LTD

CRD 111728 · SEC 801-60390

AUM

$1.1B

Regulatory assets under management

Employees

2,495 client accounts

Services offered by MADISON FINANCIAL ADVISORS, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 MADISON FINANCIAL ADVISORS, LTD →

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 →

Looking for a financial advisor in CINCINNATI?

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

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Robert Mcdermott offer?

James Robert Mcdermott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are James Robert Mcdermott's credentials?

James Robert Mcdermott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Robert Mcdermott located?

James Robert Mcdermott is based in CINCINNATI, Ohio, working with MADISON FINANCIAL ADVISORS, LTD. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does James Robert Mcdermott charge for services?

James Robert Mcdermott'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 MADISON FINANCIAL ADVISORS, LTD?

MADISON FINANCIAL ADVISORS, LTD has approximately 29 employees and manages $1.1B 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 →