Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
10yrs
Johnathon James
Financial advisor at United Planners' Financial Services of America a Limited Partner
Based in Scottsdale, Arizona, Johnathon James is a fiduciary financial advisor with 10 years of industry experience. Johnathon joined United Planners' Financial Services of America a Limited Partner in 2025, after a year at PNC Wealth Management and a year at Avantax Advisory Services. United Planners' Financial Services of America a Limited Partner offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office7333 E Doubletree Ranch Rd Suite 120, Scottsdale, AZ 85258
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$410,135
Advisors at the firm362
States licensed ?1 state
Services through United Planners' Financial Services of America a Limited Partner
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – now
- Oct 2022 – Apr 2024PNC Wealth Management LLCPreviously
- May 2021 – Sep 2022Avantax Advisory ServicesPreviously
- Feb 2021 – Apr 2021Truist Advisory Services, Inc.Previously
- Oct 2020 – Feb 2021BB&t Securities, LLCPreviously
Contact Johnathon
(480) 991-0225United Planners' Financial Services of America a Limited Partner main office 7333 E Doubletree Ranch Rd Suite 120Scottsdale, AZ 85258Office · Get directions Firm websiteHTTPS://WWW.UNITEDPLANNERS.COM
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Questions to ask Johnathon
Tailored to Johnathon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Johnathon
How do I contact Johnathon?
Call United Planners' Financial Services of America a Limited Partner at (480) 991-0225 and ask for Johnathon James. Johnathon works from the Scottsdale, AZ office.
How long has Johnathon been a financial advisor?
Johnathon has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Johnathon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Johnathon a fiduciary?
Johnathon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Johnathon paid?
United Planners' Financial Services of America a Limited Partner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Johnathon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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