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James Bernard Mcglynn

Fidelity Institutional Wealth Adviser LLC

Avon Lake, OH

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Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-17
TX RA APPROVED 2025-06-09
  • OH RA
    APPROVED
    Since 2025-06-17
  • TX RA
    APPROVED
    Since 2025-06-09

Branch Locations

Avon Lake, OH • 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
Envestnet Asset Management, Inc. Chicago IL 04/2011 04/2024
Portfolio Brokerage Services, Inc. Chicago IL 04/2011 12/2019
Fidelity Investments Boston MA 04/2024 Present
  • 04/2011 → 04/2024
    Envestnet Asset Management, Inc.
    Chicago, IL
  • 04/2011 → 12/2019
    Portfolio Brokerage Services, Inc.
    Chicago, IL
  • 04/2024 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2014-04-02 → 2024-04-26
    Envestnet Pmc
    Berwyn, PA
    Avon Lake, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-05-02
S66 Uniform Combined State Law Examination 2012-11-30
  • S63 Uniform Securities Agent State Law Examination
    2025-05-02
  • S66 Uniform Combined State Law Examination
    2012-11-30
Designations
Other Names
  • Jim Mcglynn
  • James B Mcglynn

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.

Other Investors

MICHAEL JAMES BAKER
SHAWN DAVID BRUNNER
Evan Robert Potts
Morgan Woods
Luis Arturo Patten
JARRETT PAUL MEHALIK
JOHN WILLIAM WIRTZ
MICHAEL J ROGERS

Other Offices

COMMONWEALTH FINANCIAL NETWORK · AVON LAKE, OH
EDWARD JONES · AVON LAKE, OH
FIFTH THIRD SECURITIES, INC. · AVON LAKE, OH
LPL FINANCIAL LLC · AVON LAKE, OH
U.S. BANCORP ADVISORS, LLC · Avon Lake, OH
LPL FINANCIAL LLC · AVON LAKE, OH
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · AVON, OH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Westlake, OH

More in Avon Lake, OH

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