James Desanctis

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 03/2012 → 11/2017
  Bank Of America, N.A.
  Jacksonville, FL
• 11/2017 → 06/2019
  Charles Schwab Bank
  Lone Tree, CO
• 11/2017 → 06/2019
  Charles Schwab & Co.,Inc.
  Lone Tree, CO
• 03/2020 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 03/2020 → 08/2022
  Bank Of America, N.A.
  Jacksonville, FL
• 12/2019 → 01/2020
  Black Diamond
  Jacksonville, FL
• 07/2019 → 11/2019
  Extended Travel
  Jacksonville, FL
• 09/2022 → 07/2023
  Empower Financial Services, Inc
  Greenwood Village, CO
• 07/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 07/2023 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2023-01-23 → 2023-07-10
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Atlantic Beach, FL
• 2020-03-25 → 2022-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
• 2017-12-07 → 2019-06-17
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 2012-05-18 → 2017-09-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-05-17

Other Names

• James Desanctis
• James G Desanctis
• James Gregory Desanctis
• Jimmy Desanctis