James Patrick Eismon

Financial advisor at Lincoln Investment

Last updated 2026-10-10

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James Patrick Eismon is a financial advisor at Lincoln Investment, CRD 3064401. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2001-09-13.

Registration

CRD number
3064401
Registration status
Active
IAPD registration
2001-09-13
Industry Experience
25 years
Work Experience
27 years
States registered
OH, TX

Licenses and exams

  • Series 63
  • Series 66

Designations

  • CFP®

Work history

  • 2022-12 to 2024-05 · Agia · Houston, TX
  • 2024-05 to Present · Lincoln Investment · Fort Washington, PA
  • 2024-05 to Present · Capital Analysts · Fort Washington, PA
  • 1999-03 to 2024-05 · Valic Financial Advisors · West Palm Beach, FL

Current employment

SEC IAPD record for James Patrick Eismon

Lincoln Investment

Regulatory AUM
$21,994,851,422
Registered advisors
904
Offices
517
Clients per advisor
153.1 (High)
Average AUM per client
$159K (Low)
High-net-worth client ratio
3.3% (Low)

Lincoln Investment: advisors, services and reported ETF investments

About

James Patrick Eismon is a CFP® financial advisor at Lincoln Investment. Reported securities licenses include Series 63 and Series 66. The latest record indicates 25 years of industry experience and 27 years of reported work history.

Lincoln Investment's firm-level Form ADV reports 904 advisors across 517 offices; approximately 153.1 clients per advisor, average assets per client of $158,958, and regulatory AUM of $22B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

What this firm offers

Filed by Lincoln Investment on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Real Estate Broker or Dealer

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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