Raymond James & Associates
43yrs
Top advisor by experience in West Hartford
9yrs
James Douglas Ebert
Financial advisor at Commonwealth Financial Network
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office71 Shirley Road, West Hartford, CT 06107
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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.
Uniform Investment Adviser Law Examination
Career
- 2022 – nowCommonwealth Financial NetworkCurrent firm
- 2018 – 2022Financial Planning Suite, Inc.Previously
Questions to ask James
Tailored to James’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 James
How do I contact James?
Call Commonwealth Financial Network at 781-736-0700 and ask for James Douglas Ebert. James works from the West Hartford, CT office.
How long has James been a financial advisor?
James has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does James hold?
Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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