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James A Degaetano

JD FINANCIAL SERVICES INC.·CARLISLE, Pennsylvania
Clean recordJD 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James A Degaetano is a registered financial advisor based in CARLISLE, Pennsylvania, affiliated with JD FINANCIAL SERVICES INC.. 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

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03

Firm Overview

Firm
JD FINANCIAL SERVICES INC.
DIAMOND WEALTH ADVISORS
AUM
$211M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at JD FINANCIAL SERVICES INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4568113
Firm CRD# 286163
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
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Research
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