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James Witner
Investment Analyst

James Witner
james@diversifiedllc.com
Phone: 610-627-5934

As an Investment Analyst, James supports Diversified’s Investment Committee and the investment side of the Lifelong Financial Planning Process. James helps in the research of investment strategy and portfolio management as well as portfolio implementation, Ad Hoc research and reporting for tax planning, retirement planning, and insurance products. James has extensive training in Thinkpipes, an options and equity trading platform offered through TD Ameritrade as well as Orion Advisor Services, a portfolio accounting and management.

James graduated from West Chester University in 2019 with a B.S. in Finance and Business Management and currently holds the series 65 license.

James currently resides in Malvern, Pennsylvania. He enjoys the outdoors, whether it be playing a round of golf or relaxing by the pool. He also enjoys rooting for Philadelphia sports teams, or complaining about them, usually the latter.

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. The content on this website is not intended to provide tax, legal, or accounting advice, and you are advised to seek out qualified professionals that provide advice on these issues for your individual circumstances.

Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

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