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James Matthew Conole

FounderRoot Financial Partners, LLCCRD 5958476

About James Matthew Conole

James Matthew Conole is listed as Founder at Root Financial Partners, LLC in Encinitas, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Root Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Matthew Conole work?

James Matthew Conole is listed as Founder at Root Financial Partners, LLC on SEC Form ADV.

How much of Root Financial Partners, LLC does James Matthew Conole own?

Form ADV reports a beneficial ownership band of Over 75%.

Root Financial Partners, LLC

TitleFounder
OwnershipOver 75%
Control personYes
Since2017
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