JAMES PATRICK HENRY is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2024-07-09 | present | Yes |
| SLOAN INVESTMENT MANAGEMENT, L.L.C. | 2022-11-01 | 2024-07-31 | — |
| SLOAN INVESTMENT MANAGEMENT, L.L.C. | 2020-07-29 | 2021-12-31 | — |
| NEUBERGER BERMAN BD LLC | 2005-11-01 | 2011-02-16 | — |