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James Ramsey Goetschius

Pitcairn

Jupiter, FL

Conshohocken, PA

CRD 4362588

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Employer firm

Pitcairn CRD 333260

$5.87B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Pitcairn

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-02
  • FL RA
    APPROVED
    Since 2025-07-02

Branch Locations

Jupiter, FL • United States

Eight Tower Bridge, 161 Washington Street Suite 801, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pitcairn Trust Co. Jupiter FL 03/2022 12/2025
Wells Fargo New York NY 04/2016 03/2022
Pitcairn Wealth Advisors Jupiter FL 06/2025 Present
  • 03/2022 → 12/2025
    Pitcairn Trust Co.
    Jupiter, FL
  • 04/2016 → 03/2022
    Wells Fargo
    New York, NY
  • 06/2025 → Present
    Pitcairn Wealth Advisors
    Jupiter, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-17
S63 Uniform Securities Agent State Law Examination 2014-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-02-17
  • S63 Uniform Securities Agent State Law Examination
    2014-12-30
Other Names
  • Jay Goetschius
  • James Ramsey Goetschius
  • James Ramsey Goetschius

View on SEC IAPD

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