James Behr has been an investment adviser representative at Stillwater Private Wealth since February 2026, and is not listed among the firm’s executive officers or direct owners. James Behr studied at Syracuse University.
Stillwater Private Wealth, LLC is an Allenton, PA firm with $177M under management, 164 clients and 4 advisers across 4 offices, as of its August 2026 filing.
James F. Behr, Jr. is Financial Planner of Stillwater Private Wealth. He specializes in helping high-earning professionals, business owners and their families with cash flow, tax-efficient wealth strategies and planning for liquidity events. Before Stillwater Private Wealth, he spent 11 years at a registered investment adviser firm in the greater Philadelphia area.
James Behr’s longest registration was 8 years at Blue Bell Private Wealth Management, LLC (2015–2024). Before joining Stillwater Private Wealth in 2026, James Behr was registered through Ethos Financial Group, LLC and Blue Bell Private Wealth Management, LLC.
- Stillwater Private WealthCurrent– present · under a yearMt. Pleasant, SC · Adviser representative · Firm CRD 339794
- Ethos Financial Group, LLC– · 1 yearMT. Pleasant, SC · Adviser representative · Firm CRD 321748
- Blue Bell Private Wealth Management, LLC– · 8 yearsMT. Pleasant, SC · Adviser representative · Firm CRD 134184
- Blue Bell Private Wealth Management, LLC– · under a yearBlue Bell, PA · Adviser representative · Firm CRD 134184
Investment adviser representative registrations
James Behr is registered as an investment adviser representative in South Carolina, since February 2026.
- South CarolinaSince 5 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 August 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James F Behr
- CRD
- 6275060
- Firm
- Stillwater Private Wealth · CRD 339794
- Office
- Mt. Pleasant, SC
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- swprivatewealth.com
Where does James Behr work?
James Behr is an investment adviser representative registered through Stillwater Private Wealth, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is James Behr a financial advisor?
Yes. James Behr has a current investment-adviser registration in South Carolina, through Stillwater Private Wealth since February 2026.
How many years of experience does James Behr have?
James Behr has 11 years in the financial industry, since September 2015, across 3 adviser firms.
What exams has James Behr passed?
James Behr passed the Series 65 in August 2014.
Where did James Behr work before Stillwater Private Wealth?
Before Stillwater Private Wealth, James Behr was registered through Blue Bell Private Wealth Management, LLC, October 2015 to March 2024; Blue Bell Private Wealth Management, LLC, August 2014 to October 2014.
Where is James Behr based?
James Behr’s registered office is in Mt. Pleasant, SC.
Is James Behr registered with FINRA?
No. James Behr has no current broker registration.
How can I verify James Behr’s record?
Search CRD 6275060 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Behr’s full registration record.
