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James Joseph Biles

Mycio Wealth Partners, LLC

Philadelphia, PA

CRD 2402169

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Employer firm

Mycio Wealth Partners, LLC CRD 134436

$15.8B regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Mycio Wealth Partners, Llc

3025 Jfk Blvd, Suite 710, Philadelphia, PA 19104-5976 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2005-04-07
  • PA RA
    APPROVED
    Since 2005-04-07

Branch Locations

Cira Centre 2929 Arch Street, Suite 650, Philadelphia, PA 19104 • 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
My Cio Philadelphia PA 02/2005 Present
  • 02/2005 → Present
    My Cio
    Philadelphia , PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-10-19
S65 Uniform Investment Adviser Law Examination 1993-09-15
  • S63 Uniform Securities Agent State Law Examination
    1993-10-19
  • S65 Uniform Investment Adviser Law Examination
    1993-09-15
Designations
  • Chartered Financial Analyst
Other Names
  • James Biles

View on SEC IAPD

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