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James Ryan Fisher

The Aranda Group Advisors, LLC

Jenkintown, PA

CRD 6610100

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Employer firm

The Aranda Group Advisors, LLC CRD 302100

$234M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
The Aranda Group Advisors, Llc

724 Old York Road, Jenkintown, PA 19046 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-11-01
  • PA RA
    APPROVED
    Since 2019-11-01

Branch Locations

724 Old York Road, Jenkintown, PA 19046 • 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
Raymond James & Associates Jenkintown PA 02/2016 10/2019
Independent Contractor Phoenixville PA 04/2018 Present
The Aranda Group Advisors, Llc Jenkintown PA 10/2019 Present
  • 02/2016 → 10/2019
    Raymond James & Associates
    Jenkintown, PA
  • 04/2018 → Present
    Independent Contractor
    Phoenixville, PA
  • 10/2019 → Present
    Jenkintown, PA
Previous Registrations
Other Businesses

1.The Aranda Group - Jenkintown, PA Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related: Yes Start Date: 11/07/2016 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: To work with the Aranda Group employees as part of my daily responsibilities as a Financial Advisor with Steven Rosenberg. 2. Tire Rack Street Survival - Phoenixville, PA Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related:No Start Date: 08/28/2017 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 0 Description of duties: Co-Chair of Tire Rack Street Survival operated through the Philadelphia Region Sports Car Club of America (SCCA). 3. Independent Contractor - Phoenixville, PA Nature of the Business: Air Pollution Control Consultant Position/Title: Independent Contractor Investment Related:No Start Date: 04/20/2018 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 0 Description of duties: Air Pollution Control Consultant 4.Nancy's House - Phoenixville, PA Nature of the Business: Board Member/Officer/Director Position/Title: Director Investment Related:No Start Date: 08/27/2018 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 1 Description of duties: Member of Board of Directors 5. Name of Business : Eastern Montgomery County Chamber of Commerce Address: Jenkintown, PA Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related: No Start Date: 04/03/2019 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 1 Description of duties: Board Member

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-15
  • S66 Uniform Combined State Law Examination
    2016-06-15

View on SEC IAPD

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