James P. Ciamacco

WESCOTT FINANCIAL ADVISORY GROUP LLC

Philadelphia, PA 19103-4196

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CRD#: 6833141

Professional summary

James Patrick Ciamacco JR, CFP®, who also goes by James Ciamacco, Jimmy Ciamacco, is a registered financial advisor currently at WESCOTT FINANCIAL ADVISORY GROUP LLC located in Philadelphia, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. James has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Ciamacco | Jimmy Ciamacco

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. Insurance Agent (PA Life, Accident and Health), Start Date: 10/2020, Not Investment Related, 0 Hours per month, 0 Hour per day during trading hours. 2. Quality Community Living, Inc., Presto Pennsylvania, Start Date: 09/2019, Not Investment Related, 5 Hours per month, 0 Hour per day during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Patrick Ciamacco JR'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

June 8, 2022 - Present

WESCOTT FINANCIAL ADVISORY GROUP LLC

Office #1: 30 South 17th Street, Philadelphia, PA 19103-4196

RIA

CRD#: 105989

Philadelphia, PA

Past

January 18, 2021 - May 4, 2022

CERTIOR FINANCIAL GROUP, LLC

RIA

CRD#: 285502

KING OF PRUSSIA, PA

Past

November 18, 2019 - January 21, 2021

MUTUAL SECURITIES, INC.

CRD#: 13092

King Of Prussia, PA

Past

August 2, 2019 - September 27, 2019

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, 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".

WESCOTT FINANCIAL ADVISORY GROUP LLC

CRD#: 105989 / SEC#: 801-29752

RIA

Registered Investment Advisory firm - (6/11/1987 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
(6/8/2022)

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

IAR

Series 66

Date: 9/25/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/12/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/2/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/9/2019

Securities Industry Essentials Examination

Current Firm

WESCOTT FINANCIAL ADVISORY GROUP LLC

CRD#: 105989 / SEC#: 801-29752

RIA

Registered Investment Advisory firm - (6/11/1987 Approved)

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Contact information

Main Address

30 South 17th Street, Philadelphia, PA 19103-4196

Mailing Address

Phone number

(215) 979-1619

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - WESCOTT PRIMARY (3/14/2025)

Regulatory assets under management

Total Number of Accounts	3,329
AUM (Assets Under Management)	$ 3,725,004,015

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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Advisor Monitoring

Firm Stability Insights

James P. Ciamacco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Patrick Ciamacco JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CERTIOR FINANCIAL GROUP, LLC

MUTUAL SECURITIES, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

WESCOTT FINANCIAL ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/25/2019

Series 63

Date: 8/12/2019

Series 7TO

Date: 8/2/2019

SIE

Date: 7/9/2019

Current Firm

WESCOTT FINANCIAL ADVISORY GROUP LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESCOTT FINANCIAL ADVISORY GROUP LLC

TRUST BUT VERIFY

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