James Frank Tracz
Investment adviser representative at &partners
23 yearsExperience
1 stateRegistered in
$30.3BFirm assets
35 yearsFirm in business
Are you James Frank Tracz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- &partnersSep 2026 to now
- Michael Germo dba Financial Planning ResourcesApr 2022 to Sep 2026
- Commonwealth Financial NetworkDec 2021 to Sep 2026
- Ameriprise Financial Services, Inc.Oct 2018 to Dec 2021
- Brightwood Lakes Commuinity AssociationSep 2010 to Sep 2026
- Various Insurance Carriers for W & R Insurance AgenciesJan 2003 to Dec 2021
- Waddell & Reed, Inc.Jan 2003 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 4269149
- Firm CRD
- 3767