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James Jonathan Dinsmore

Evergreen Wealth Solutions, LLC

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About James Jonathan Dinsmore

James Jonathan Dinsmore is a financial advisor with Evergreen Wealth Solutions, LLC in Williamsport, Pennsylvania. James has been in the financial services industry for over 30 years. James is a Certified Financial Planner and holds the Series 63, Series 7 and SIE licenses. James has worked with a wide range of clients, including individuals, corporations, and charitable organizations. James provides a variety of financial planning and investment management services.

Firm Information

James Dinsmore is currently registered with Evergreen Wealth Solutions, LLC. Evergreen Wealth Solutions, LLC is a registered investment advisor based in Williamsport, PA, with a total of $390,570,332 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Their client base includes individuals, corporations, charitable organizations, and high-net-worth individuals.
Evergreen Wealth Solutions, LLC

1000 COMMERCE PARK DRIVE

WILLIAMSPORT, PA 17701

$390.57M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Dinsmore’s Registration & Firm History

PA

01/29/2019 - Present

Evergreen Wealth Solutions, LLC (WILLIAMSPORT PA)

PA

08/17/2017 - 04/05/2019

COMMONWEALTH FINANCIAL NETWORK (WILLIAMSPORT PA)

PA

08/02/2010 - 08/17/2017

BROKER DEALER FINANCIAL SERVICES CORP. (COGAN STATION PA)

PA

12/01/1999 - 07/30/2010

LIBERTY LIFE SECURITIES LLC (MONTOURSVILLE PA)

NY

10/21/1987 - 12/01/1999

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

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Licenses & Designations

BC

Issued 12/04/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Jonathan Dinsmore.
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