# Johnathon James

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2025-02-21 | present | Yes |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2022-10-13 | 2024-04-08 | — |
| [AVANTAX ADVISORY SERVICES](https://search.stillhousedata.com/firm/104556) | 2021-05-19 | 2022-09-14 | — |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2021-02-17 | 2021-04-27 | — |
| [BB&T SECURITIES, LLC](https://search.stillhousedata.com/firm/142785) | 2020-10-20 | 2021-02-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6681890)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6681890.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.