James John Devico
Investment adviser representative at Mountain Pass Planning
10 yearsExperience
1 stateRegistered in
$74.9MFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mountain Pass Planning CorporationMay 2016 to now
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Mountain Pass Planning
Legal name: Mountain Pass Planning Corporation
$74.9MAssets managed
129Clients
1Advisers
5 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
- 5405659
- Firm CRD
- 283389