Johnathon James
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Amped FitnessJun 2026 to now
- United Planners' Financial Services of America A Limited PartnerFeb 2025 to now
- United Planners Financial ServicesFeb 2025 to now
- UnemployedApr 2024 to Feb 2025
- PNC Investments LLCOct 2022 to Apr 2024
- Avantax Advisory ServicesMay 2021 to Sep 2022
- Avantax Investment Services, Inc.May 2021 to Sep 2022
- Truist Advisory Services, Inc.Feb 2021 to Apr 2021
- Truist Investment Services, Inc.Feb 2021 to Apr 2021
- Bb&t Securities, LLCJul 2020 to Feb 2021
- USAA Investment Services CompanyJun 2020 to Jun 2020
- Peyton Resource GroupFeb 2020 to Jun 2020
- USAA Financial Advisors IncFeb 2020 to Jun 2020
- Varisty TutorsOct 2018 to Feb 2020
- Adonis Lee Interest CorporationOct 2016 to Jan 2019
- JPMorgan Securities LLCJun 2016 to Dec 2019
- JPMorgan Chase Bank NAMay 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6681890
- Firm CRD
- 20804