Johnathon James is an investment adviser representative (IAR) with state registration records since 2020, appearing at 5 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2025-02-21 | present | Yes |
| PNC WEALTH MANAGEMENT | 2022-10-13 | 2024-04-08 | — |
| AVANTAX ADVISORY SERVICES | 2021-05-19 | 2022-09-14 | — |
| TRUIST ADVISORY SERVICES, INC. | 2021-02-17 | 2021-04-27 | — |
| BB&T SECURITIES, LLC | 2020-10-20 | 2021-02-17 | — |