AdFi
JA

James August Bartolacci

Investment Adviser Representative at IAM ADVISORY LLC

Easton, PACRD #2742370Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James August Bartolacci has worked in the securities industry since 1996. They are registered to provide investment advisory services in Pennsylvania.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Pennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/24/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 5/30/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 62
Corporate Securities Limited Representative Examination
Passed 2/26/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/23/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

IAM Advisory LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

IAM ADVISORY LLCCurrent
3/11/2020Easton, PA
INVESTMENT ADVISORS ASSET MANAGEMENT, LLC
3/30/20046/30/2020Bethlehem, PA
ROYAL ALLIANCE ASSOCIATES, INC.
9/30/201612/13/2019Bethlehem, PA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at IAM ADVISORY LLC

8 other advisors in the directory

View IAM ADVISORY LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James August Bartolacci has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

James August Bartolacci - Financial Advisor in Easton, PA | AdvisorFinder