JQ
CFP
JQ
CFP

James Eric Quillen

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K
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Location

43 South Main Street, Doylestown, PA, 18901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alden Investment Group
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Truist Advisory Services, INC.
March 2020 - December 2023 · 3 yrs 9 mos
Primevest Financial Services, INC.
October 2007 - February 2008 · 4 mos
Icba Financial Services Corporation
January 2005 - October 2005 · 9 mos
State Registrations4 states
FLNCNYPA
Advisor
Exams
No exam information available for this advisor.