James Paul Remo
Investment adviser representative at Commonwealth Financial Network
13 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 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
- Seminars and workshops
Experience
13 years in the industry.
- Commonwealth Financial NetworkMar 2024 to now
- Remo FinancialMay 2023 to now
- WilliamsJun 2021 to Apr 2023
- WilliamsJun 2020 to May 2021
- WilliamsMay 2019 to Jul 2019
- Sun-up ConstructionJun 2018 to Aug 2018
- University of PittsburghAug 2017 to May 2021
- Krebs Chrysler Jeep DodgeAug 2016 to Aug 2017
- Pine-richland High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7736812
- Firm CRD
- 8032