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James Maurice Meyer

Tower Bridge Advisors

West Conshohocken, PA

CRD 333111

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Employer firm

Tower Bridge Advisors CRD 115700

$1.49B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Tower Bridge Advisors

300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2001-12-06
  • PA RA
    APPROVED
    Since 2001-12-06

Branch Locations

300 Barr Harbor Drive Suite 705, West Conshohocken, PA 19428-2075 • 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
Tower Bridge Advisors West Conshohocken PA 10/2001 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-12-10
  • S63 Uniform Securities Agent State Law Examination
    1982-12-10
Designations
  • Chartered Financial Analyst
Other Names
  • James M Meyer

View on SEC IAPD

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Nearby Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES

Nearby Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA

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