AdvisorOS Directory
Claim Profile
Unclaimed Profile
JD

James A Degaetano

JD FINANCIAL SERVICES INC.·CARLISLE, Pennsylvania
SIE, Series 7, Series 63, Series 66CFPClean record19 years registeredJD FINANCIAL SERVICES INC.
396 ALEXANDER SPRING ROAD, CARLISLE, PA 17015CRD# 4568113Firm CRD# 286163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James A Degaetano · CARLISLE, PA
Registration
CRD #4568113 · JD FINANCIAL SERVICES INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

CWM, LLC
Apr 2022 – present
DIAMOND WEALTH ADVISORS
Mar 2017 – May 2022
CARLISLE, PA
FIRST COMMAND ADVISORY SERVICES
Dec 2015 – Mar 2017
FORT WORTH, TX
FIRST COMMAND FINANCIAL PLANNING, INC.
Jun 2007 – Dec 2015
CARLISLE, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · June 11, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JD FINANCIAL SERVICES INC.
CRD 286163 · SEC 801-118957
AUM
$211M
Regulatory assets under management
Employees
6
1,378 client accounts
Services offered by JD FINANCIAL SERVICES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JD FINANCIAL SERVICES INC. →
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 →

Looking for a financial advisor in CARLISLE?

Browse all registered financial advisors in CARLISLE, Pennsylvania or claim this profile if it's yours.

Browse CARLISLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James A Degaetano offer?
James A Degaetano specializes in Financial Planning, Investment Management. Contact their office in CARLISLE, Pennsylvania for a consultation.
What are James A Degaetano's credentials?
James A Degaetano holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James A Degaetano located?
James A Degaetano is based in CARLISLE, Pennsylvania, working with JD FINANCIAL SERVICES INC.. Their office serves clients in the CARLISLE metropolitan area and surrounding communities.
How does James A Degaetano charge for services?
James A Degaetano'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 JD FINANCIAL SERVICES INC.?
JD FINANCIAL SERVICES INC. has approximately 6 employees and manages $211M 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 →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile