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James Gregory Everlof

Commonwealth Financial Network

Wilmington, DE

Havertown, PA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-03
NJ RA APPROVED 2020-01-13
DE RA APPROVED 2020-01-06
  • PA RA
    APPROVED
    Since 2025-12-03
  • NJ RA
    APPROVED
    Since 2020-01-13
  • DE RA
    APPROVED
    Since 2020-01-06

Branch Locations

3711 Kennett Pike, Suite 201, Wilmington, DE 19807 • United States

410 W Township Line Road Suite 2, Havertown, PA 19083 • 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
Citizens Securities, Inc. Philadelphia PA 04/2014 01/2020
Commonwealth Financial Network Waltham MA 01/2020 Present
Wsfs Wealth Investments Greenville DE 01/2020 08/2025
Haven Private Wealth Wilmington DE 08/2025 Present
Previous Registrations
  • 2014-05-02 → 2020-01-03
    Citizens Securities, Inc.
    Holmes, PA
    Plymouth Meeting, PA
    Wynnewood, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Marlton, NJ
    Plymouth Meeting, PA
    Plymouth Meeting, PA
    Philadelphia, PA
    Havertown, PA
    Havertown, PA
    Philadelphia, PA
    Philadelphia, PA
    Philadelphia, PA
    Yeadon, PA
    Conshohocken, PA
    Havertown, PA
    Philadelphia, PA
    Philadelphia, PA
    Yeadon, PA
    Upper Darby, PA
  • 2013-10-04 → 2014-04-28
    Santander Securities Llc
    Havertown, PA
    Clementon, NJ
    Folsom, PA
    Clifton Heights, PA
    Boston, MA
    Princeton, NJ
    Pennsauken, NJ
    Philadelphia, PA
    Broomall, PA
    Philadelphia, PA
    Pennsauken, NJ
    Mt. Holly, NJ
    Westmont, NJ
    Woodlynne, NJ
    Palmyra, NJ
    Cherry Hill, NJ
  • 2004-04-27 → 2006-03-15
    T. Rowe Price Advisory Services, Inc.
    Baltimore, MD
  • 2004-02-05 → 2004-04-06
    Liberty Ridge Capital
    Wayne, PA
Other Businesses

Fixed insurance sales; As of 1/6/2020; 10% time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-08
S63 Uniform Securities Agent State Law Examination 1997-07-01
  • S65 Uniform Investment Adviser Law Examination
    2015-06-08
  • S63 Uniform Securities Agent State Law Examination
    1997-07-01

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

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