JP
JP

James Patrick Pritchard

16 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
1,212 clients
Average Client Portfolio
$636K average
Assets Under Management
$770.8M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

Durango, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James operates under the DBA JP Pritchard Investment Consulting, writing articles and creating investment portfolio models, dedicating a few hours per week. He is also a financial advisor at NorthStar Financial & Retirement Planning, LLC, spending about a quarter of his time on retirement planning, and a consultant for Rising Star Distributors, spending minimal time referring RIAs and IARs to back office platforms.

Employment History
Current Registrations
Delta Investment Management, LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Saxony Capital Management, LLC
December 2020 - May 2021 · 5 mos
W.E. Donoghue & CO., LLC
June 2018 - April 2020 · 1 yr 10 mos
Swan Wealth Advisors, INC.
August 2010 - April 2013 · 2 yrs 8 mos
Pritchard Investment Management
January 1999 - December 2005 · 6 yrs 11 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.