James Stewart Mcconnel
Investment adviser representative at Mitchell Sinkler & Starr
11 yearsExperience
1 stateRegistered in
$1.8BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mitchell, Sinkler & StarrSep 2021 to now
- Montgomery SchoolJul 2018 to Aug 2021
- UnemployedMay 2018 to Jun 2018
- Goldman Sachs & CoJul 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mitchell Sinkler & Starr
Legal name: Mitchell Sinkler & Starr Inc
$1.8BAssets managed
247Clients
7Advisers
54 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
- 2802929
- Firm CRD
- 106460