AUMdb
JJ

James Jay Person

CRD 360816 Chartered Financial Consultant

Firms

FirmRoleAs of
Synergy Financial Partners, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗