JAMES PATRICK WINCHESTER is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with CBIZ INVESTMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 2017-09-26 | present | Yes |
| CBIZ WEALTH MANAGEMENT, LLC | 2010-06-02 | 2011-05-26 | — |
| NATIONAL PLANNING CORPORATION | 2003-04-08 | 2005-04-01 | — |