James Ek
PCM Encore · Woburn, Massachusetts
James Ek is a fee-only financial advisor at PCM Encore in Woburn, Massachusetts. James focuses on retirement planning, estate & legacy planning and tax planning. PCM Encore reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | PCM Encore |
|---|---|
| Based in | Woburn, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.05B across 798 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6483825 |
| Exams passed | Series 63 (2016) · Series 65 (2019) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | encoreinvestment.com |
| Profile |
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Questions about James
Is James Ek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and PCM Encore reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, PCM Encore, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Ek based?
James Ek is based in Woburn, Massachusetts.
What does James specialize in?
James's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. James works with ultra high net worth and multi-generational families.
Is James Ek registered with the SEC?
Yes. James Ek is registered as an investment adviser representative in MA (CRD 6483825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does PCM Encore manage?
PCM Encore reports $2.05B across 798 accounts in assets under management.
How do I contact James Ek?
Through James's website, encoreinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- PCM Encore website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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