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Advisors / Virginia / Fredericksburg
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James Ebron

Financial advisor at Merrill

James Ebron is a fiduciary financial advisor in Fredericksburg, Virginia, registered since Dec 2025. James joined Merrill in 2025, 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 115 advisors with offices in Fredericksburg, and one of 112 fiduciaries.

Fredericksburg, VA 22407Fiduciary advisor
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At a glance

ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office7110 Harrison Rd, Fredericksburg, VA 22407
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

  1. Dec 2025 – now
    MerrillCurrent firm

Questions to ask James

Tailored to James’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Ebron. James works from the Fredericksburg, VA office.

How long has James been a financial advisor?

James is new to the profession, registered since Dec 2025, and holds 1 license.

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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