Aegis Consulting Group, LLC
James Neel is an experienced Private Wealth Advisor currently with Aegis Consulting Group, LLC since January 2019, specializing in securities and advisory services through Commonwealth Financial Network®. Prior to this role, James Neel served as a Private Wealth Advisor at Sagemark Consulting / Lincoln Financial Advisors from October 2008 to February 2023 and held the position of Vice President at Merrill Lynch from 1991 to 2008. James Neel holds an MBA from Jacksonville University, where education was pursued from 2002 to 2005, and received an earlier education at Alameda High School.
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Aegis Consulting Group, LLC
At Aegis, we provide advanced financial advice and services throughout the country. We earn the trust of our clients through our rigorous pursuit to deliver decisively better planning, investment outcomes, risk management and tax mitigation strategies. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Aegis Consulting 4600 Touchton Road E Building 200, Suite 150, Jacksonville, FL 32246 904-650-2121. This communication is strictly intended for individuals residing in the states of AL, DC, DE, FL, GA, IL, MA, MD, MO, NC, NJ, NM, NY, SC, TN, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.