JF
James R. Fisher
THE ARANDA GROUP ADVISORS
Jenkintown, PA 19046
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CRD#: 6610100
JF
Professional summary
James Ryan Fisher is a registered financial advisor currently at THE ARANDA GROUP ADVISORS, LLC located in Jenkintown, Pennsylvania.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. James has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.The Aranda Group - Jenkintown, PA
Nature of the Business: Other (unpaid)
Position/Title: Other (unpaid)
Investment Related: Yes
Start Date: 11/07/2016
Hours per month devoted to this business: 1
Hours per month devoted to this business during trading hours: 1
Description of duties: To work with the Aranda Group employees as part of my daily responsibilities as a Financial Advisor with Steven Rosenberg.
2. Tire Rack Street Survival - Phoenixville, PA
Nature of the Business: Other (unpaid)
Position/Title: Other (unpaid)
Investment Related:No
Start Date: 08/28/2017
Hours per month devoted to this business: 10
Hours per month devoted to this business during trading hours: 0
Description of duties: Co-Chair of Tire Rack Street Survival operated through the Philadelphia Region Sports Car Club of America (SCCA).
3. Independent Contractor - Phoenixville, PA
Nature of the Business: Air Pollution Control Consultant
Position/Title: Independent Contractor
Investment Related:No
Start Date: 04/20/2018
Hours per month devoted to this business: 3
Hours per month devoted to this business during trading hours: 0
Description of duties: Air Pollution Control Consultant
4.Nancy's House - Phoenixville, PA
Nature of the Business: Board Member/Officer/Director
Position/Title: Director
Investment Related:No
Start Date: 08/27/2018
Hours per month devoted to this business: 2
Hours per month devoted to this business during trading hours: 1
Description of duties: Member of Board of Directors
5. Name of Business : Eastern Montgomery County Chamber of Commerce
Address: Jenkintown, PA
Nature of the Business: Board Member/Officer/Director
Position/Title: Board Member/Officer/Director
Investment Related: No
Start Date: 04/03/2019
Hours per month devoted to this business: 4
Hours per month devoted to this business during trading hours: 1
Description of duties: Board Member
CRS (Client Relationship Summary) - RIA
Click below to view James Ryan Fisher's 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®
NoneExperience
Current
November 1, 2019 - Present
THE ARANDA GROUP ADVISORS, LLC
Office #1: 724 Old York Road, Jenkintown, PA 19046RIA
CRD#: 302100
Jenkintown, PA
Past
June 16, 2016 - November 7, 2019
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
JENKINTOWN, PA
Past
April 19, 2016 - November 7, 2019
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
JENKINTOWN, 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".
TA
THE ARANDA GROUP ADVISORS, LLC
ROSE GROUP, LLC | THE ARANDA GROUP ADVISORS, LLC | THE ARANDA GROUP
CRD#: 302100 / SEC#: 801-117280
RIA
Registered Investment Advisory firm - (8/30/2019 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(11/1/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TA
THE ARANDA GROUP ADVISORS, LLC
ROSE GROUP, LLC | THE ARANDA GROUP ADVISORS, LLC | THE ARANDA GROUP
CRD#: 302100 / SEC#: 801-117280
RIA
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Contact information
Main Address
724 Old York Road, Jenkintown, PA 19046
Mailing Address
Phone number
(215) 576-6666
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 423 |
| AUM (Assets Under Management) | $ 221,668,991 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/05/2025 | ||
| 10/08/2024 | ||
| 12/21/2023 | ||
| 03/16/2023 |
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.
