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James Neel Email & Phone Number

Private Wealth Advisor at Aegis Consulting Group, LLC at Aegis Consulting Group, LLC

Location: Saint Johns, Florida, United States 3 work roles 2 schools

1 work email found @aegisconsults.com 1 phone found area 904 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

Aegis Consulting Group, LLC

Role

Private Wealth Advisor at Aegis Consulting Group, LLC

Location

Saint Johns, Florida, United States

Company size

9 employees

Who is James Neel? Overview

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Quick answer

James Neel is listed as Private Wealth Advisor at Aegis Consulting Group, LLC at Aegis Consulting Group, LLC, a with 9 employees, based in Saint Johns, Florida, United States. AeroLeads shows a work email signal at aegisconsults.com, phone signal with area code 904, and a matched LinkedIn profile for James Neel.

James Neel previously worked as Private Wealth Advisor at Sagemark Consulting / Lincoln Financial Advisors and VP at Merrill Lynch. James Neel holds Mba from Jacksonville University.

Company email context

Email format at Aegis Consulting Group, LLC

This section adds company-level context without repeating James Neel's masked contact details.

{first}.{last}@aegisconsults.com

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AeroLeads found 1 current-domain work email signal for James Neel. Compare company email patterns before reaching out.

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Profile bio

About James Neel

Financial Planning for individuals, families and business owners.Specialties: Investment / Retirement Planning, Estate planning, , life insurance analysis and business owner succession planning

Listed skills include Wealth, Wealth Management, Estate Planning, Strategic Financial Planning, and 19 others.

Current workplace

James Neel's current company

Company context helps verify the profile and gives searchers a useful next step.

Aegis Consulting Group, Llc

Private Wealth Advisor at Aegis Consulting Group, LLC

jacksonville, florida, united states

Website

aegisconsults.com

Employees

9

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Company profile

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3 roles · 36 years

James Neel work experience

A career timeline built from the work history available for this profile.

Private Wealth Advisor At Aegis Consulting Group, Llc

Current

Aegis Consulting Group, Llc

Jacksonville, Florida Area

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Aegis Consulting. 7077 Bonneval Road, Suite 450, Jacksonville, FL 32216. 904-650-2121. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, IA, IL, MA, MD, MI, MO, MS, MT, NH, OK, PA, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html .

Jan 2019 - Present

Private Wealth Advisor

Sagemark Consulting / Lincoln Financial Advisors

Jacksonville, Florida Area

Oct 2008 - Feb 2023

Vp

Merrill Lynch

1991 - 2008 ~17 yrs

Team & coworkers

Colleagues at Aegis Consulting Group, LLC

Other employees you can reach at aegisconsults.com. View company contacts for 9 employees →

TL

Taylor Lloyd Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States View → CF

Carolyn Ford Colleague at Aegis Consulting Group, LlcUnited States View → MO

Mark Osickey Colleague at Aegis Consulting Group, LlcSolon, Ohio, United States View → AH

Alexander Harrison Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States View → DG

Deserai Goldsmith Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States View → SL

Susan Lee Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States View → MS

Michael Sullum, Crpc® Colleague at Aegis Consulting Group, LlcBoynton Beach, Florida, United States View → JM

Julia Moon, Cfp®, Crpc® Colleague at Aegis Consulting Group, LlcSan Diego County, California, United States View → DG

David Gottesman Colleague at Aegis Consulting Group, LlcMinneapolis, Minnesota, United States View → PS

Paul Solorzano Colleague at Aegis Consulting Group, LlcSan Francisco, California, United States View →

2 education records

James Neel education

Mba

Jacksonville University

Education record

Alameda High School

FAQ

Frequently asked questions about James Neel

Quick answers generated from the profile data available on this page.

What company does James Neel work for?

James Neel works for Aegis Consulting Group, LLC.

What is James Neel's role at Aegis Consulting Group, LLC?

James Neel is listed as Private Wealth Advisor at Aegis Consulting Group, LLC at Aegis Consulting Group, LLC.

What is James Neel's email address?

AeroLeads has found 1 work email signal at @aegisconsults.com for James Neel at Aegis Consulting Group, LLC.

What is James Neel's phone number?

AeroLeads has found 1 phone signal(s) with area code 904 for James Neel at Aegis Consulting Group, LLC.

Where is James Neel based?

James Neel is based in Saint Johns, Florida, United States while working with Aegis Consulting Group, LLC.

What companies has James Neel worked for?

James Neel has worked for Aegis Consulting Group, Llc, Sagemark Consulting / Lincoln Financial Advisors, and Merrill Lynch.

Who are James Neel's colleagues at Aegis Consulting Group, LLC?

James Neel's colleagues at Aegis Consulting Group, LLC include Taylor Lloyd, Carolyn Ford, Mark Osickey, Alexander Harrison, and Deserai Goldsmith.

How can I contact James Neel?

You can use AeroLeads to view verified contact signals for James Neel at Aegis Consulting Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did James Neel attend?

James Neel holds Mba from Jacksonville University.

What skills is James Neel known for?

James Neel is listed with skills including Wealth, Wealth Management, Estate Planning, Strategic Financial Planning, Finance, Retirement Planning, Small Business, and Succession Planning.

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