James Merchant Capparelli

Current Employers

Arrowroot Family Office, Llc

4553 Glencoe Avenue Suite 200, Marina Del Rey, CA 90292 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-27
CO	RA	APPROVED	2025-08-27
HI	RA	APPROVED	2025-08-27
MI	RA	APPROVED	2025-08-27
NY	RA	APPROVED	2025-08-27
TX	RA	APPROVED	2025-08-27
VA	RA	APPROVED	2025-08-27
WA	RA	APPROVED	2025-08-27

CA RA
APPROVED

Since 2025-08-27
CO RA
APPROVED

Since 2025-08-27
HI RA
APPROVED

Since 2025-08-27
MI RA
APPROVED

Since 2025-08-27
NY RA
APPROVED

Since 2025-08-27
TX RA
APPROVED

Since 2025-08-27
VA RA
APPROVED

Since 2025-08-27
WA RA
APPROVED

Since 2025-08-27

Branch Locations

418 Broadway #6784, Albany, NY 12207 • 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

Organization	City	State	From	To
Jcj Advisory, Llc	Syracuse	NY	09/2023	Present
Hiline Services, Llc	Syracuse	NY	06/2016	09/2023

09/2023 → Present

Jcj Advisory, Llc

Syracuse, NY
06/2016 → 09/2023

Hiline Services, Llc

Syracuse, NY

Other Businesses

JCJ Wealth and Tax Advisory, LLC. Since 9/2023. 418 Broadway #6784, Albany, NY 12207. Owner, tax preparation and financial coaching approximately 40 hours per month. Two hours per day during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-04

S65 Uniform Investment Adviser Law Examination

2025-04-04

View on SEC IAPD

Current Employers

Arrowroot Family Office, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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