JAMES PATRICK MARX is an investment adviser representative (IAR) with state registration records since 2004, appearing at 5 firms. Currently registered with PRIME CAPITAL INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 2025-08-04 | present | Yes |
| ALERA INVESTMENT ADVISORS, LLC | 2024-10-16 | 2025-06-11 | — |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2018-10-12 | 2024-11-01 | — |
| EDELMAN FINANCIAL SERVICES, LLC | 2011-09-13 | 2018-11-01 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2004-11-30 | 2006-04-25 | — |