James Patrick Eismon

Current Employers

Employment History

• 03/1999 → 05/2024
  Valic Financial Advisors
  West Palm Beach, FL
• 12/2022 → 05/2024
  Agia
  Houston, TX
• 05/2024 → Present
  Lincoln Investment
  Fort Washington, PA
• 05/2024 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2001-09-13 → 2024-05-20
  Valic Financial Advisors, Inc.
  Independence, OH
  Independence, OH
  Akron, OH
  Akron, OH

Other Businesses

PRESTIGE WORLDWIDE CAPITAL GROUP LLC POSITION: Co-Owner, Managing Member, Partner NATURE: Holding Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/21/2020 ADDRESS: 71 Great Oak Drive, Hudson OH 44236, United States DESCRIPTION: This LLC was only created to hold private securities investments. ASCEND FINANCIAL PARTNERS LLC POSITION: Co-Owner NATURE: Marketing, Tax/Accounting Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 32 START DATE: 05/01/2024 ADDRESS: 6100 Oak Tree Blvd, Suite 300, Independence OH 44131, United States DESCRIPTION: DBA for Lincoln business. Flow through for tax/accounting purposes UNIVERSITY OF MOUNT UNION POSITION: Board Trustee, Finance Committee Member NATURE: Education INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 1972 Clark Avenue, Alliance OH 44601, United States DESCRIPTION: Board member on the investment and finance committee giving advice during committee meetings on issues, discussions and future univertsity decisions

Exams

• S66 Uniform Combined State Law Examination
  2022-10-12
• S63 Uniform Securities Agent State Law Examination
  2009-11-24

Designations

Other Names

• James P Eismon
• Jim Eismon