JS
James Stuart Falcone
CRD 2536341
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Fulcrum Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Fulcrum Wealth Advisors, Llc
Owner, Cco · 75% or more · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗