Unclaimed Profile

James Joseph Biles

MYCIO WEALTH PARTNERS, LLC·PHILADELPHIA, Pennsylvania

Series 2, Series 63, Series 65Clean record28 years registeredMYCIO WEALTH PARTNERS, LLC

2929 WALNUT STREET, SUITE 1200, PHILADELPHIA, PA 19104-5172CRD# 2402169Firm CRD# 134436

Profile Verification

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

Identity

James Joseph Biles · PHILADELPHIA, PA

Registration

CRD #2402169 · MYCIO WEALTH PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

MYCIO WEALTH PARTNERS, LLC

Apr 2005 – present

ERNST & YOUNG INVESTMENT ADVISERS LLP

Apr 1998 – May 2005

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · April 3, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MYCIO WEALTH PARTNERS, LLC

CRD 134436 · SEC 801-64053

AUM

$13.0B

Regulatory assets under management

Employees

7,648 client accounts

Services offered by MYCIO WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MYCIO WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Joseph Biles offer?

James Joseph Biles specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are James Joseph Biles's credentials?

James Joseph Biles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Joseph Biles located?

James Joseph Biles is based in PHILADELPHIA, Pennsylvania, working with MYCIO WEALTH PARTNERS, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does James Joseph Biles charge for services?

James Joseph Biles'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 MYCIO WEALTH PARTNERS, LLC?

MYCIO WEALTH PARTNERS, LLC has approximately 63 employees and manages $13.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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