Symphony Financial Services, Inc.

CRD 125058 · Akron, OH · $428.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 125058
SEC number: 801-63300
Firm type: RIA
Assets under management: $428.7M as of Feb 25, 2026
Website: www.linkedin.com/in/james-jones-crpc%C2%AE-8188547 ↗
Phone: 330-434-2000
Address: 4100 Embassy Parkway, Akron, OH, 44333

Advisors at this firm

7 in our index · page 1 of 1

Daniel AubleCRD 7445583 · Akron, OH

IA RegisteredBroker
Spencer Lee GabrielCRD 1987809 · Akron, OH

IA RegisteredBroker

Disclosure event(s) on record
Mark K MillarCRD 1439121 · Akron, OH

IA RegisteredBroker

Disclosure event(s) on record
Paul Donald SansonetteCRD 2057894 · Akron, OH

IA RegisteredBroker
Craig Michael SmallCRD 5338171 · Akron, OH

IA RegisteredBroker
Steven Robert SmetanaCRD 5324825 · Akron, OH

IA RegisteredBroker
Scott Douglas SpearsCRD 4683260 · Akron, OH

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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