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James Lee Henry III

Investment Adviser Representative at MYCIO WEALTH PARTNERS, LLC

Philadelphia, PACRD #3100036Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
2 states
Exams Passed
3

Professional summary

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

James Lee Henry III has worked in the securities industry since 2004. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in Pennsylvania and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
PennsylvaniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/22/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 4/30/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/4/1999

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Mycio Wealth Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MYCIO WEALTH PARTNERS, LLCCurrent
2/13/2006Philadelphia, PA
ERNST & YOUNG INVESTMENT ADVISERS LLP
10/23/20036/29/2005Philadelphia, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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 Lee Henry III 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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James Lee Henry III - Financial Advisor in Philadelphia, PA | AdvisorFinder