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James M
Series 63, Series 65
Westbrook, ME
J. Murphy Asset And Tax Management
James Murphy is the principal of J. Murphy Asset and Tax Management in Westbrook, ME, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He also operates a tax preparation and accounting practice unrelated to his investment advisory services. J. Murphy Asset and Tax Management provides fee-based investment management, financial planning, and consulting for individual and high-net-worth clients and business entities. The firm employs fundamental, technical, and cyclical analysis to construct and monitor portfolios, offers discretionary management including a wrap fee program, and may recommend third-party managers while maintaining oversight and client consent.
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