James Anthony Distasi
Investment adviser representative at Retirable
10 yearsExperience
1 stateRegistered in
$301MFirm assets
6 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 assetsFixed 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.
- RetirableAug 2024 to now
- UnemployedOct 2023 to Aug 2024
- Bank of America, N.A.Feb 2022 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2022 to Oct 2023
- J.P. Morgan Securities LLCNov 2018 to Feb 2022
- JPMorgan Chase Bank, N.A.May 2017 to Feb 2022
- Major IncorporatedAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Retirable
Legal name: Retirable Inc.
$301MAssets managed
2,210Clients
10Advisers
6 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
- 7049854
- Firm CRD
- 307472