TrueAdvisor
TrueAdvisor
JB
JB

James Arthur Bitonte

Transcend Capital Advisors, LLC
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Transcend Capital Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,065 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$3.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

821 Fifth Avenue South, Suite 102, Naples, FL, 34102

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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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Employment History
Current Registrations
Transcend Capital Advisors, LLC
April 2025 - Present · 10 mos
Previous Registrations
Fifth Third Securities, INC.
March 2009 - June 2011 · 2 yrs 3 mos
J.p.morgan Securities INC.
October 2008 - February 2009 · 4 mos
J. P. Morgan Securities INC.
March 2008 - October 2008 · 7 mos
Jpmorgan Fleming Asset Management
January 2003 - January 2005 · 2 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.