Unclaimed Profile

James Edward Harris

TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, Pennsylvania

SIE, Series 7, Series 24, Series 63CFPClean record23 years registeredTRUSTMONT ADVISORY GROUP, INC.

SCENIC DRIVE PROFESSIONAL CENTER, GREENSBURG, PA 15601CRD# 2583821Firm CRD# 106015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Edward Harris · GREENSBURG, PA

Registration

CRD #2583821 · TRUSTMONT ADVISORY GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUSTMONT ADVISORY GROUP, INC.

OAKMONT CAPITAL MANAGEMENT, LLC

Nov 2016 – Jul 2020

OAKMONT, PA

TRUSTMONT ADVISORY GROUP, INC.

Mar 2016 – Oct 2016

GREENSBURG, PA

TRUSTMONT ADVISORY GROUP, INC.

Sep 2002 – Jan 2016

GREENSBURG, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 27, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUSTMONT ADVISORY GROUP, INC.

CRD 106015 · SEC 801-30694

AUM

$919M

Regulatory assets under management

Employees

5,109 client accounts

Services offered by TRUSTMONT ADVISORY GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRUSTMONT ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does James Edward Harris offer?

James Edward Harris specializes in Financial Planning, Investment Management.

What are James Edward Harris's credentials?

James Edward Harris holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Edward Harris located?

James Edward Harris is based in GREENSBURG, Pennsylvania, last registered with TRUSTMONT ADVISORY GROUP, INC..

How does James Edward Harris charge for services?

James Edward Harris'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 TRUSTMONT ADVISORY GROUP, INC.?

TRUSTMONT ADVISORY GROUP, INC. has approximately 64 employees and manages $919M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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