AdvisorOS Directory
Claim Profile
Unclaimed Profile
JD

James John Devico

MOUNTAIN PASS PLANNING CORPORATION·HOPEWELL JUNCTION, New York
Clean recordMOUNTAIN PASS PLANNING CORPORATION
2537 RT 52, SUITE 1, HOPEWELL JUNCTION, NY 12533CRD# 5405659Firm CRD# 283389

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James John Devico · HOPEWELL JUNCTION, NY
Registration
CRD #5405659 · MOUNTAIN PASS PLANNING CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James John Devico is a registered financial advisor based in HOPEWELL JUNCTION, New York, affiliated with MOUNTAIN PASS PLANNING CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MOUNTAIN PASS PLANNING CORPORATION
MOUNTAIN PASS PLANNING
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MOUNTAIN PASS PLANNING CORPORATION →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5405659
Firm CRD# 283389
View on FINRA BrokerCheck →

Looking for a financial advisor in HOPEWELL JUNCTION?

Browse all registered financial advisors in HOPEWELL JUNCTION, New York or claim this profile if it's yours.

Browse HOPEWELL JUNCTION AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James John Devico offer?
James John Devico specializes in Financial Planning, Investment Management. Contact their office in HOPEWELL JUNCTION, New York for a consultation.
What are James John Devico's credentials?
James John Devico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James John Devico located?
James John Devico is based in HOPEWELL JUNCTION, New York, working with MOUNTAIN PASS PLANNING CORPORATION. Their office serves clients in the HOPEWELL JUNCTION metropolitan area and surrounding communities.
How does James John Devico charge for services?
James John Devico's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOUNTAIN PASS PLANNING CORPORATION?
MOUNTAIN PASS PLANNING CORPORATION has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in HOPEWELL JUNCTION, New York

John Scott Morgan
MOUNTAIN VIEW STRATEGIC WEALTH, LLC·HOPEWELL JUNCTION, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile