LPL Financial
39yrs
Top advisor by experience in Oradell
24yrs
James Stapleton
Full name on record: James Michael Stapleton
Financial advisor at Cetera Investment Advisers
Based in Oradell, New Jersey, James Stapleton is a fiduciary financial advisor with 24 years of industry experience. James has been with Cetera Investment Advisers since 2007. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 31 advisors with offices in Oradell, and one of 28 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 69% of advisors nationwide
Office700 Kinderkamack Road Suite 104, Oradell, NJ 07649
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowCetera Investment Advisers LLCCurrent firm
Contact James
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for James. 700 Kinderkamack Road Suite 104Oradell, NJ 07649Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Cetera Investment Advisers at (310) 257-7880 and ask for James Stapleton. James works from the Oradell, NJ office.
How long has James been a financial advisor?
James has been in the industry since 2003, about 24 years. More experience than 69% of advisors nationwide.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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