Claim Profile
JM

James Andrew Meehan

EMERALD ADVISERS, LLC·LEOLA, Pennsylvania
Unclaimed Profile
3175 OREGON PIKE, LEOLA, PA 17540CRD# 2221482Firm CRD# 107496
01

About

James Andrew Meehan is a registered financial advisor based in LEOLA, Pennsylvania, affiliated with EMERALD ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
EMERALD ADVISERS, LLC
EMERALD ADVISERS, LLC
AUM
$2.4B
Regulatory assets under management
Employees
35
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2221482
Firm CRD# 107496
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LEOLA?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Andrew Meehan offer?
James Andrew Meehan specializes in Investment Management, Wealth Management. Contact their office in LEOLA, Pennsylvania for a consultation.
What are James Andrew Meehan's credentials?
James Andrew Meehan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Meehan located?
James Andrew Meehan is based in LEOLA, Pennsylvania, working with EMERALD ADVISERS, LLC. Their office serves clients in the LEOLA metropolitan area and surrounding communities.
How does James Andrew Meehan charge for services?
James Andrew Meehan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMERALD ADVISERS, LLC?
EMERALD ADVISERS, LLC has approximately 35 employees and manages $2.4B 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 →
Browse by specialty