Merrill
42yrs
Joseph Anderson
Financial advisor
1100-1800 American Blvd Central Business Review Unit
Pennington, NJ 08534
Pennington, NJ 08534
Top advisor by experience in Pennington
22yrs
James Simpson has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Pennington, New Jersey. James joined Merrill in 2004, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 626 advisors with offices in Pennington, and one of 622 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 21% by experience in Pennington
Office1100-1800 American Blvd Retirement & Personal Wealth Solutions, Pennington, NJ 08534
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 ?1 state
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
- 2004 – nowMerrillCurrent firm
Contact James
(800) 637-7455Firm headquarters in New York, NY. Ask for James. 1100-1800 American Blvd Retirement & Personal Wealth SolutionsPennington, NJ 08534Office · 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?
- 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 Simpson. James works from the Pennington, NJ office.
How long has James been a financial advisor?
James has been in the industry since 2004, about 22 years. Top 21% by experience in Pennington.
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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