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James Francis Mccrone

Equitable Advisors, LLC

Independence, OH

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-09
  • OH RA
    APPROVED
    Since 2025-12-09

Branch Locations

6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • 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
Panini's Bar And Grill Willoughby OH 12/2024 Present
Carpenter & Associates Athens OH 08/2024 05/2025
Highland Consulting Associates, Inc. Westlake OH 06/2024 08/2024
Park Place Technologies Highland Heights OH 05/2023 05/2024
Ohio University Athens OH 08/2021 05/2025
Heinen's Corporation Willoughby OH 02/2021 01/2022
Gilmour Academy Gates Mills OH 08/2017 05/2021
Unemployed Willoughby OH 11/2015 08/2017
Equitable Advisors, Llc New York NY 12/2025 Present
  • 12/2024 → Present
    Panini's Bar And Grill
    Willoughby, OH
  • 08/2024 → 05/2025
    Carpenter & Associates
    Athens, OH
  • 06/2024 → 08/2024
    Highland Consulting Associates, Inc.
    Westlake, OH
  • 05/2023 → 05/2024
    Park Place Technologies
    Highland Heights, OH
  • 08/2021 → 05/2025
    Ohio University
    Athens, OH
  • 02/2021 → 01/2022
    Heinen's Corporation
    Willoughby, OH
  • 08/2017 → 05/2021
    Gilmour Academy
    Gates Mills, OH
  • 11/2015 → 08/2017
    Unemployed
    Willoughby, OH
  • 12/2025 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

Panini's Bar and Grill, Not Investment related, Willoughby, OH, Server/Runner, 12/2024, 8hrs/mth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-18
  • S66 Uniform Combined State Law Examination
    2025-10-18
Other Names
  • Jimmy Mccrone
  • Jimmy Mccrone

View on SEC IAPD

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GATEPASS CAPITAL, LLC
SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.

Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

Other Offices

STRATEGIC WEALTH PARTNERS, LTD. · INDEPENDENCE, OH
SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH
SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH
APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH

More in Independence, OH

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