# James Marshall

> James Marshall is a fee-only financial advisor at JM Advisors in Albany, New York. JM Advisors reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-marshall/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** JM Advisors
- **Based in:** Albany, New York
- **Fee model (firm's Form ADV):** Fixed fees
- **CRD:** 2022178 (https://adviserinfo.sec.gov/individual/summary/2022178)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1990), Series 65 (1992)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.jmadvllc.com

## Frequently asked questions

### Is James Marshall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and JM Advisors 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, JM Advisors, reports charging fixed fees on its SEC Form ADV.

### Where is James Marshall based?

James Marshall is based in Albany, New York.

### Is James Marshall registered with the SEC?

Yes. James Marshall is registered as an investment adviser representative in NY (CRD 2022178), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact James Marshall?

Through James's website, www.jmadvllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2022178): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.