James Andrew Murphy

Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2019 → 04/2019
  Massmutual Life Insurance
  Birmingham, AL
• 02/2019 → 04/2019
  Mml Investors Services, Llc
  Birmingham, AL
• 10/2016 → 02/2019
  Hawley & Nicholson, P.C.
  Birmingham, AL
• 01/2015 → 10/2016
  Blue Cross Blue Shield Of Alabama
  Birmingham, AL
• 01/2022 → Present
  Eversource Wealth Advisors, Llc
  Birmingham, AL
• 03/2019 → 05/2019
  Strategic Financial Partners
  Birmingham, AL
• 05/2019 → 09/2020
  Bear Communications
  Trussville, AL
• 10/2020 → 12/2021
  Regions Bannk
  Birmingham, AL

Other Businesses

NAME: Murphy Family Trust INV REL: Yes ADD: 2013 Chandapine Circle, Pelham AL 35124 NATURE: Spousal Lifetime Access Trust (SLAT) POSITION: Trustee START DATE: 12/22/2020 NO. HR/MO: 1.5 hours NO. HR/MO DURING SEC TRADING: 0 BRIEF DESC. OF DUTIES: The Trustee has the power to retain, invest, sell, and/or reinvest in any type of asset consistent with the Trustee's duty, in the exercise of reasonable care, skill, and caution, to invest and manage the Trust assets as a prudent investor would, by considering the purposes, terms, distribution requirements, and other circumstances of the Trust.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-21