James Anthony Bartow
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
36 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- James A Bartow, CfpJan 2026 to now
- United Planners' Financial Services of America A Limited PartnerDec 2019 to now
- James A. BartowJan 1990 to now
- LPL Financial LLCFeb 2018 to Dec 2019
- Invest Financial CorporationJan 2013 to Feb 2018
- Letip of DoylestownMar 1996 to May 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2223486
- Firm CRD
- 20804