About Joppa Mill Advisors Ltd.
Joppa Mill Advisors Ltd. represents the culmination of James' experience as a Financial Advisor with Merrill Lynch and a successful and rewarding thirty-five year career on Wall Street in institutional asset management and capital markets. Drawing on decades of financial markets experience, James provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.
See Disclosures
General Information
Firm Start Year
2016
Compliance
Qualifications & Membership
Firm Information
Compensation and Fees
Education
Bachelor of Arts - English & Political Science
Trinity College
1973 -1977
MBA - Finance
Stern School of Business at NYU
1980 -1984
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
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Additional Detailed Disclosures
https://www.rothira.org/disclosure/1889894/rothira-Joppa-Mill-Advisors-Ltd.-detailed-disclosure.html
Disclaimer
The views in this material were those of the Advisor at the time of writing this report and may not reflect the views Wealthcare Advisory Partners LLC. These views are intended to assist clients and do not constitute investment advice. Advisory services offered through Wealthcare Advisory Partners LLC dba Joppa Mill Advisors, Ltd. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S Securities and Exchange Commission.