JM
James Matthew Conole
CRD 5958476
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Root Financial Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Root Financial Partners, Llc
Founder · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗