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James Equity Management, LLC CRD 334190
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 Brickell Ave Ste 500, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-16 |
| PA | RA | APPROVED | 2025-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Camp Hill | PA | 09/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Camp Hill | PA | 11/2016 | 07/2017 |
| James Family Capital, Llc | Philadelphia | PA | 07/2017 | 01/2025 |
| James Equity Management, Llc | Miami | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-09 |
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