James Magyari

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2023 → 05/2024
  Lincoln Financial Advisors Corporation
  Solon, OH
• 01/2022 → 03/2022
  Bladetech
  Streetsboro, OH
• 01/2018 → 05/2018
  The Westerman Group
  Sagamore Hills, OH
• 01/2013 → 06/2020
  School
  Cuyahoga Falls, OH
• 08/2020 → 05/2021
  College
  North Canton, OH
• 06/2021 → 11/2022
  Barrington Cc
  Aurora, OH
• 05/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 05/2024 → Present
  Aegis Consulting
  Solon, OH

Previous Registrations

• 2023-12-19 → 2024-05-03
  Osaic Fa, Inc.
  Solon, OH

Exams

• S66 Uniform Combined State Law Examination
  2023-11-30

Other Names

• Jay Magyari