James Marshall: fee-only financial advisor in Albany, New York

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Facts

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

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Questions about James

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.

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
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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