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James John Devico

MOUNTAIN PASS PLANNING CORPORATION·HOPEWELL JUNCTION, New York
SIE, Series 7, Series 66Clean record17 years registeredMOUNTAIN 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 · 17 years registered
Brand Profile
Not yet started
01

Career History

MOUNTAIN PASS PLANNING
Jul 2021 – present
CADARET GRANT & CO INC
Feb 2012 – Jun 2016
YORKTOWN HEIGHTS, NY
AXA ADVISORS, LLC
May 2009 – Nov 2011
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 11, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOUNTAIN PASS PLANNING CORPORATION
CRD 283389 · SEC 801-121541
AUM
$60M
Regulatory assets under management
Employees
1
228 client accounts
Services offered by MOUNTAIN PASS PLANNING CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MOUNTAIN PASS PLANNING CORPORATION →
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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.
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