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James Bernard Scanlon

Mutual Advisors, LLC

Omaha, NE

Pittsburgh, PA

CRD 2764560

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Employer firm

Mutual Advisors, LLC CRD 167658

$8.55B regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-28
  • PA RA
    APPROVED
    Since 2025-02-28

Branch Locations

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Pittsburgh, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spire Investment Partners, Llc Pittsburgh PA 01/2016 02/2025
Mutual Advisors, Llc. Omaha NE 02/2025 Present
  • 01/2016 → 02/2025
    Spire Investment Partners, Llc
    Pittsburgh, PA
  • 02/2025 → Present
    Mutual Advisors, Llc.
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-09-05
S63 Uniform Securities Agent State Law Examination 1996-08-22
  • S65 Uniform Investment Adviser Law Examination
    1996-09-05
  • S63 Uniform Securities Agent State Law Examination
    1996-08-22
Designations
  • Certified Financial Planner
Other Names
  • Jim Scanlon
  • James B Scanlon

View on SEC IAPD

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