TLG Advisors
47yrs
Top advisor by experience in Summit
23yrs
James Ahern
Financial advisor at Merrill
James Ahern is a fiduciary financial advisor in Summit, New Jersey, with 23 years in the industry. James joined Merrill in 2009, after less than a year at Legg Mason Wood Walker. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 489 advisors with offices in Summit, and one of 452 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 70% of advisors at Merrill
Office1 Deforest Ave, Summit, NJ 07901
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowMerrillCurrent firm
- Jan 2004 – Jan 2004Legg Mason Wood Walker, IncorporatedPreviously
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?
- 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 Merrill at (800) 637-7455 and ask for James Ahern. James works from the Summit, NJ office.
How long has James been a financial advisor?
James has been in the industry since 2004, about 23 years. More experience than 70% of advisors at Merrill.
What licenses does James hold?
Series 66. 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?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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