JAMES PATRICK WHALEN is an investment adviser representative (IAR) with state registration records since 2011, appearing at 2 firms. Currently registered with PATHSTONE.
| Firm | From | To | Current |
|---|---|---|---|
| PATHSTONE | 2024-10-03 | present | Yes |
| CONVERGENT WEALTH ADVISORS, LLC | 2011-12-23 | 2016-10-31 | — |