James Francis Madden

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2001 → 08/2019
  Hillview Capital Advisors
  Radnor, PA
• 09/2019 → 03/2023
  Regentatlantic Capital, Llc
  Morristown, NJ
• 12/2022 → 03/2023
  Ci Regentatlantic Private Wealth
  Malvern, PA
• 03/2023 → 12/2023
  Unemployed
  Malvern, PA
• 12/2023 → Present
  Wealthcare Advisory Partners Llc
  West Chester, PA

Previous Registrations

• 2022-12-12 → 2023-04-10
  Corient
  Wayne, PA
  Morristown, NJ
  Malvern, PA
• 2019-09-10 → 2023-03-31
  Regentatlantic
  Wayne, PA
  Morristown, NJ
• 2001-08-27 → 2019-09-03
  Hillview Capital Advisors, Llc
  Ardmore, PA
  Wayne, PA

Other Businesses

1. Help Hope Live INVESTMENT RELATED: No ADDRESS: 2 Radnor Corporate Center, Suite 100, Radnor, PA 19087 NATURE: Charitable Organization POSITION: Board Member START DATE: 10/01/2012 HOURS: 6 DUTIES: Prepare for and attend board meetings, attend investment committee meetings and events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-13
• S63 Uniform Securities Agent State Law Examination
  1998-11-25

Other Names

• Jim Madden