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James Joseph Karchner

SFC ASSET MANAGEMENT INC·STATE COLLEGE, Pennsylvania
Clean record32 years registeredSFC ASSET MANAGEMENT INC
1423 NORTH ATHERTON STREET, STATE COLLEGE, PA 16803CRD# 4546225Firm CRD# 109129

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Joseph Karchner · STATE COLLEGE, PA
Registration
CRD #4546225 · SFC ASSET MANAGEMENT INC · 32 years registered
Brand Profile
Not yet started
01

Career History

MARINER
Apr 2020 – present
DOMANI WEALTH, LLC
Mar 2016 – Jun 2020
State College, PA
SFC WEALTH ADVISORS, INC.
Jan 1994 – Apr 2016
STATE COLLEGE, PA
02

Registrations & Exams

Registration record
First registered · January 18, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SFC ASSET MANAGEMENT INC
CRD 109129 · SEC 801-79960
AUM
$114M
Regulatory assets under management
Employees
16
460 client accounts
Services offered by SFC ASSET MANAGEMENT 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 SFC ASSET MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does James Joseph Karchner offer?
James Joseph Karchner specializes in Financial Planning, Investment Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.
What are James Joseph Karchner's credentials?
James Joseph Karchner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Joseph Karchner located?
James Joseph Karchner is based in STATE COLLEGE, Pennsylvania, working with SFC ASSET MANAGEMENT INC. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.
How does James Joseph Karchner charge for services?
James Joseph Karchner's firm is compensated through percentage of aum, hourly charges, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SFC ASSET MANAGEMENT INC?
SFC ASSET MANAGEMENT INC has approximately 16 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SFC ASSET MANAGEMENT INC

James David Adelsperger
STATE COLLEGE, PA

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