JAMES RICHARD FITZPATRICK is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2022-09-07 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2021-09-28 | — |
| STRATEGIC ADVISERS LLC | 2018-05-11 | 2018-07-13 | — |