President · John W. Bristol & Co., Inc.
James A. Engle
CRD 1162041 · Named on Form ADV at one SEC-registered adviser
At a glance
John W. Bristol & Co., Inc., an SEC-registered wealth manager based in New York, NY with $7.1 billion in regulatory assets, lists James A. Engle on its Form ADV as President, a control person.
Firms and roles
- John W. Bristol & Co., Inc.PresidentWealth manager · New York, NY · $7.1B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Peter W. FrithManaging Director, John W. Bristol & Co., Inc.
- Hedy Y. MattesonManaging Director, CCO, John W. Bristol & Co., Inc.
- Justin A. ColledgeManaging Director, John W. Bristol & Co., Inc.
- Stephanie M NgManaging Director, Secretary, John W. Bristol & Co., Inc.
- Adam FeitManaging Director, John W. Bristol & Co., Inc.
4 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.