# James Matthew McPherson

James Matthew McPherson is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-11-01 | present | Yes |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2017-09-27 | 2018-11-01 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-12-20 | 2017-09-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5603720)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5603720.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.