James J. Biles

MYCIO WEALTH PARTNERS

PHILADELPHIA, PA 19104

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CRD#: 2402169

Professional summary

James Joseph Biles, who also goes by James Biles, is a registered financial advisor currently at MYCIO WEALTH PARTNERS, LLC located in Philadelphia, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. James has worked at 2 firms and has passed the Series 63, Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Biles

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Biles's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 7, 2005 - Present

MYCIO WEALTH PARTNERS, LLC

Office #1: Circa Centre 2929 Arch Street, Suite 650, Philadelphia, PA 19104

RIA

CRD#: 134436

PHILADELPHIA, PA

Past

April 3, 1998 - May 26, 2005

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA

CRD#: 110921

PHILADELPHIA, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MYCIO WEALTH PARTNERS, LLC

LEES BILES CONSULTING | MYCIO WEALTH PARTNERS, LLC | MY CIO

CRD#: 134436 / SEC#: 801-64053

RIA

Registered Investment Advisory firm - (4/7/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/7/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/19/1993

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/15/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 10/5/1993

Non-Member General Securities Examination

Current Firm

MYCIO WEALTH PARTNERS, LLC

LEES BILES CONSULTING | MYCIO WEALTH PARTNERS, LLC | MY CIO

CRD#: 134436 / SEC#: 801-64053

RIA

Registered Investment Advisory firm - (4/7/2005 Approved)

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Contact information

Main Address

2929 Walnut Street, Suite 1200, Philadelphia, PA 19104-5172

Mailing Address

Phone number

(267) 295-2280

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	8,011
AUM (Assets Under Management)	$ 14,415,669,677

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/18/2025	Cover Page	Report
12/20/2023	Cover Page	Report
10/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James J. Biles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Joseph Biles's CRS (Customer Relationship Summary).

Certified licenses

Experience

MYCIO WEALTH PARTNERS, LLC

ERNST & YOUNG INVESTMENT ADVISERS LLP

Primary Firm SEC Registration

MYCIO WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/19/1993

Series 65

Date: 9/15/1993

Series 2

Date: 10/5/1993

Current Firm

MYCIO WEALTH PARTNERS, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MYCIO WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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