Unclaimed Profile

James Marshall Mars

FUSE PARTNERS, LLC·DALLAS, Texas

SIE, Series 7, Series 24, Series 63, Series 99TOCFP27 years registeredFUSE PARTNERS, LLC

8111 PRESTON ROAD, DALLAS, TX 75225CRD# 1492554Firm CRD# 168733

Profile Verification

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

Identity

James Marshall Mars · DALLAS, TX

Registration

CRD #1492554 · FUSE PARTNERS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

BALEFIRE, LLC

Jan 2024 – present

LPL FINANCIAL LLC

Oct 2013 – Jun 2022

DALLAS, TX

FUSE PARTNERS, LLC

Sep 2013 – Dec 2023

DALLAS, TX

SECURIAN FINANCIAL SERVICES, INC.

Sep 2002 – Oct 2013

WEST DES MOINES, IA

CAULDWELL FINANCIAL GROUP INC

Jan 1999 – Jul 2008

WEST DES MOINES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · January 18, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

1998Civil Bond

1997Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FUSE PARTNERS, LLC

CRD 168733 · SEC 801-78506

AUM

$903M

Regulatory assets under management

Employees

1,317 client accounts

Services offered by FUSE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

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 FUSE PARTNERS, 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 DALLAS?

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

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Marshall Mars offer?

James Marshall Mars specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are James Marshall Mars's credentials?

James Marshall Mars holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Marshall Mars located?

James Marshall Mars is based in DALLAS, Texas, working with FUSE PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does James Marshall Mars charge for services?

James Marshall Mars'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 FUSE PARTNERS, LLC?

FUSE PARTNERS, LLC has approximately 36 employees and manages $903M 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 →