Unclaimed Profile

James Clarence Butler

MARCUM WEALTH, LLC·CLEVELAND, Ohio

SIE, Series 7, Series 63, Series 65CFP ChFCClean record25 years registeredMARCUM WEALTH, LLC

6685 BETA DRIVE, CLEVELAND, OH 44143CRD# 1249523Firm CRD# 134628

Profile Verification

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

Identity

James Clarence Butler · CLEVELAND, OH

Registration

CRD #1249523 · MARCUM WEALTH, LLC · 25 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

May 2025 – present

MARCUM WEALTH, LLC

Dec 2021 – May 2025

Blue Bell, PA

COMMONWEALTH FINANCIAL NETWORK

Jun 2010 – Aug 2021

EXTON, PA

FOURFRONT ADVISORS, LLC

Nov 2000 – Dec 2021

EXTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 13, 2000

Years registered · 25

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARCUM WEALTH, LLC

CRD 134628 · SEC 801-67563

AUM

$2.6B

Regulatory assets under management

Employees

6,904 client accounts

Services offered by MARCUM WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARCUM WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does James Clarence Butler offer?

James Clarence Butler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are James Clarence Butler's credentials?

James Clarence Butler holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Clarence Butler located?

James Clarence Butler is based in CLEVELAND, Ohio, working with MARCUM WEALTH, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does James Clarence Butler charge for services?

James Clarence Butler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARCUM WEALTH, LLC?

MARCUM WEALTH, LLC has approximately 40 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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