James Longo is a CFP, PFS-designated registered investment advisor, based in Marlton, NJ, with 23 years of industry experience.
Location
4 Eves Drive, Suite B100, Marlton, NJ, 08053
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an agent for Paramount Wealth Advisors and Victory Insurance Agency, offering various insurance products. He also teaches finance to high school students, owns rental property, manages Paramount Wealth Advisors, Inc., and manages OTA Suite 410, LLC.
Employment History
Current Registrations
Saxony Securities, INC.Broker
Saxony Securities, INC.
Cora Capital Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations10 states
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