James Adelsperger, financial advisor York PA
90 score

James Adelsperger

CRD Number: 4547058
Current Firm: Domani Wealth, LLC

James Adelsperger (CRD# 4547058) is an Investment Advisor Representative working at Domani Wealth, LLC in York, PA and has 1 year of experience in the finance industry. James Adelsperger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Domani Wealth, Llc (formerly Pbwm Holdings) York, PA Sep 2017 - Current < 1
Pbwm Holdings, LLC York, PA Mar 2016 - Sep 2017 1
Sfc Asset Management Inc. York, PA Jul 2000 - Mar 2016 15

James Adelsperger has no recent exams reported.
Contact Info for James D. Adelsperger
Phone Number: 717-393-9721
Firm Website: http://domaniwealth.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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