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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant39 years in industry

JAMES PATRICK KNIFFEN

Advisor at WEALTHCARE ADVISORY PARTNERS LLC

WEST CHESTER, PA | Overland Park, KS

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Search this name across graphsid dfx:ria:c3e31609-19ff-c290-a897-362b95a5f121

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHCARE ADVISORY PARTNERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 31, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Dec 31, 1986
First registration: Apr 22, 2002
Dual registered: no
Other names: JIM KNIFFEN
IAPD individual key: 1566240

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHCARE ADVISORY PARTNERS LLC	Bd affiliated wealth	Nov 13, 2023	n/a	yes	WEST CHESTER, PA\|Overland Park, KS	Current employment
JAMES P. KNIFFEN PORTFOLIO MANAGEMENT, LLC	n/a	May 7, 2019	Dec 20, 2023	no	VERO BEACH, FL	Previous registration
TOWNSEND ASSET MANAGEMENT CORP.	Independent wealth	Jul 26, 2017	May 15, 2019	no	Raleigh, NC\|RALEIGH, NC	Previous registration
TIME, LIFE AND MONEY, LLC	n/a	Apr 24, 2013	Oct 7, 2016	no	RALEIGH, NC\|CARY, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 22, 2002	Oct 25, 2010	no	CARY, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
JAMES P. KNIFFEN PORTFOLIO MANAGEMENT, LLC	WEALTHCARE ADVISORY PARTNERS LLC	Dec 20, 2023	Nov 13, 2023	-37	Firm change after gap	Other
TOWNSEND ASSET MANAGEMENT CORP.	JAMES P. KNIFFEN PORTFOLIO MANAGEMENT, LLC	May 15, 2019	May 7, 2019	-8	Firm change	Other
TIME, LIFE AND MONEY, LLC	TOWNSEND ASSET MANAGEMENT CORP.	Oct 7, 2016	Jul 26, 2017	292	Firm change	Other
LPL FINANCIAL LLC	TIME, LIFE AND MONEY, LLC	Oct 25, 2010	Apr 24, 2013	912	Firm change after gap	Other

Relationships

Registered with (5)

→ WEALTHCARE ADVISORY PARTNERS LLCRegistered adviserregistration: current employment
Nov 13, 2023 to presentfactForm ADV
→ JAMES P. KNIFFEN PORTFOLIO MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 7, 2019 to Dec 20, 2023factForm ADV
→ TOWNSEND ASSET MANAGEMENT CORP.Registered adviserregistration: previous registration
Jul 26, 2017 to May 15, 2019factForm ADV
→ TIME, LIFE AND MONEY, LLCRegistered adviserregistration: previous registration
Apr 24, 2013 to Oct 7, 2016factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 22, 2002 to Oct 25, 2010factForm ADV

Dated events

Occurred
Dec 20, 2023
Advisor changed firm
James Patrick Kniffen left James P. Kniffen Portfolio Management, Llc for Wealthcare Advisory Partners Llc (registered 2023-11-13)
Form ADVobserved 5 days ago