James Ortale has been an investment adviser representative at LifeGuide Financial Advisors since February 2025, and is not listed among the firm’s executive officers or direct owners. James Ortale holds a Bachelor's degree in finance from Gordon College and a Master of Business Administration from Messiah University.
Lifeguide Financial Advisors, LLC is a Mechanicsburg, PA firm with $563M under management, 778 clients and 16 advisers across 3 offices, as of its September 2026 filing.
James Ortale is a Financial Advisor of LifeGuide Financial Advisors. He helps construct and implement client LifePlans and supports the firm's advisory teams through research and analysis. He graduated from Gordon College in 2023 and earned an MBA from Messiah University in 2025.
- – present · 1 yearMechanicsburg, PA · Adviser representative · Firm CRD 284842
Investment adviser representative registrations
James Ortale is registered as an investment adviser representative in Pennsylvania, since February 2025.
- PennsylvaniaSince 6 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 January 2025 |
| SIE | Securities Industry Essentials Examination | 11 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- James Patrick Ortale
- CRD
- 8034431
- Firm
- LifeGuide Financial Advisors · CRD 284842
- Office
- 400 W MAIN ST., Mechanicsburg, PA 17055
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeguidefa.com
Where does James Ortale work?
James Ortale is an investment adviser representative registered through Lifeguide Financial Advisors, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is James Ortale a financial advisor?
Yes. James Ortale has a current investment-adviser registration in Pennsylvania, through LifeGuide Financial Advisors since February 2025.
How many years of experience does James Ortale have?
James Ortale has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has James Ortale passed?
James Ortale has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in June 2024.
Where is James Ortale based?
James Ortale’s registered office is in Mechanicsburg, PA.
Is James Ortale registered with FINRA?
No. James Ortale has no current broker registration.
How can I verify James Ortale’s record?
Search CRD 8034431 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Ortale’s full registration record.