Janney Montgomery Scott
46yrs
Top advisor by experience in Doylestown
4yrs
Eric James
Financial advisor at Kestra Advisory Services
Based in Doylestown, Pennsylvania, Eric James is a fiduciary financial advisor with 4 years of industry experience. Eric joined Kestra Advisory Services in 2025, after three years at Commonwealth Financial Network. Kestra Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 259 advisors with offices in Doylestown, and one of 226 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office60 Green St Suite 2, Doylestown, PA 18901
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?2 states
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement 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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowKestra Advisory Services, LLCCurrent firm
- 2023 – 2025Commonwealth Financial NetworkPreviously
Contact Eric
(844) 553-7872Firm headquarters in Austin, TX. Ask for Eric. 60 Green St Suite 2Doylestown, PA 18901Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Kestra Advisory Services at (844) 553-7872 and ask for Eric James. Eric works from the Doylestown, PA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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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