Unclaimed Profile

James Joseph Meehan

PILLAR WEALTH ADVISORS, LLC·CONSHOHOCKEN, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 99TOClean record24 years registeredPILLAR WEALTH ADVISORS, LLC

161 WASHINGTON STREET, SUITE 700, CONSHOHOCKEN, PA 19428CRD# 2158316Firm CRD# 159642

Profile Verification

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

Identity

James Joseph Meehan · CONSHOHOCKEN, PA

Registration

CRD #2158316 · PILLAR WEALTH ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PILLAR WEALTH ADVISORS, LLC

PILLAR WEALTH ADVISORS, LLC

Dec 2011 – Jun 2016

WILMINGTON, DE

HORNOR, TOWNSEND & KENT, LLC

Nov 2011 – Feb 2025

BOCA RATON, FL

NEW ENGLAND SECURITIES CORPORATION

Jun 2002 – May 2011

NEWTOWN SQUARE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · June 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PILLAR WEALTH ADVISORS, LLC

CRD 159642 · SEC 801-110543

AUM

$296M

Regulatory assets under management

Employees

790 client accounts

Services offered by PILLAR WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PILLAR WEALTH ADVISORS, LLC →

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 CONSHOHOCKEN?

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

Browse CONSHOHOCKEN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Joseph Meehan offer?

James Joseph Meehan specializes in Financial Planning, Investment Management, Wealth Management.

What are James Joseph Meehan's credentials?

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

Where is James Joseph Meehan located?

James Joseph Meehan is based in CONSHOHOCKEN, Pennsylvania, last registered with PILLAR WEALTH ADVISORS, LLC.

How does James Joseph Meehan charge for services?

James Joseph Meehan's firm is compensated through percentage of aum, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PILLAR WEALTH ADVISORS, LLC?

PILLAR WEALTH ADVISORS, LLC has approximately 8 employees and manages $296M 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 →