James Michael Stahl

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 07/2025
  Next Financial Group, Inc
  Houston, TX
• 07/2025 → Present
  Lpl Financial Llc
  Cherry Hill, NJ

Previous Registrations

• 2012-10-25 → 2025-07-10
  Next Financial Group, Inc.
  Cherry Hill, NJ
  Greenville, DE
  Parsippany, NJ
  Parsippany, NJ
• 2007-11-26 → 2012-11-07
  Lpl Financial Llc
  Hamilton, NJ

Other Businesses

1- 07/2025 - James M Stahl Jr - Non-Variable Insurance - Producer - Investment Related - At Reported Business Location(s) - Start Date 10/01/2010 - 2 hours per month/ during trading 2- 07/2025 - Flower Building LLC - Real Estate Rental - Investment Related - Cherry Hill, NJ - Start Date 09/23/2020 - 1 hour per month/ 0 hours during trading 3- 07/2025 - Saline Stahl Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2020 - 160 hours per month/136 hours during trading 4- 07/2025 - Stahl Capital Group LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 10/20/2016 - 5 hours per month/0 hours during trading 5- 03/17/2026 - JM Stahl & Associates LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Sarasota, FL - Start Date 02/02/2026 - 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-11-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• James Stahl
• James Michael Stahl