James Joseph Tracy

Current Employers

Ac Wealth Partners

1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-03-17

PA RA
APPROVED

Since 2026-03-17

Branch Locations

1000 Chesterbrook Boulevard Suite 102, Berwyn, PA 19312 • 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
Morgan Stanley	Purchase	NY	06/2009	03/2025
Ac Wealth Partners	Berwyn	PA	02/2026	Present
Xcelerate Growth Partners	Powell	OH	02/2025	12/2025

06/2009 → 03/2025

Morgan Stanley

Purchase, NY
02/2026 → Present

Ac Wealth Partners

Berwyn, PA
02/2025 → 12/2025

Xcelerate Growth Partners

Powell, OH

Previous Registrations

2009-06-01 → 2025-06-13

Morgan Stanley

Farmington Hills, MI

Saginaw, MI

Purchase, NY

Purchase, NY

Purchase, NY

Dublin, OH
1994-07-14 → 2009-06-01

Citigroup Global Markets Inc.

Saginaw, MI

Farmington Hills, MI

Other Businesses

All-Vest LLC; Yes; 10511 Wellington Blvd Powell Ohio 43065; Consulting; Founder / CEO; N.A.; 1/1/2026; 20 hours; 0 hours; Consult to asset management firms

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-09-13
S65	Uniform Investment Adviser Law Examination	1992-10-05

S63 Uniform Securities Agent State Law Examination

1996-09-13
S65 Uniform Investment Adviser Law Examination

1992-10-05

View on SEC IAPD

Current Employers

Ac Wealth Partners

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews