Unclaimed Profile

James Edward Sandifer

SANDIFER WEALTH MANAGEMENT, INC.·MOBILE, Alabama

Series 7, Series 24, Series 51, Series 63Clean record32 years registeredSANDIFER WEALTH MANAGEMENT, INC.

3615 OLD SHELL ROAD, MOBILE, AL 36608CRD# 1031904Firm CRD# 166948

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Edward Sandifer · MOBILE, AL

Registration

CRD #1031904 · SANDIFER WEALTH MANAGEMENT, INC. · 32 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Jan 2023 – present

SANDIFER WEALTH MANAGEMENT, INC.

Jul 2013 – Mar 2023

MOBILE, AL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jul 2013

MOBILE, AL

RAYMOND JAMES FINANCIAL SERVICES

Apr 1994 – Jan 2009

MOBILE, AL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · April 15, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SANDIFER WEALTH MANAGEMENT, INC.

CRD 166948 · SEC 801-79414

Employees

Total firm employees

Services offered by SANDIFER WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SANDIFER WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does James Edward Sandifer offer?

James Edward Sandifer specializes in Financial Planning, Investment Management. Contact their office in MOBILE, Alabama for a consultation.

What are James Edward Sandifer's credentials?

James Edward Sandifer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Edward Sandifer located?

James Edward Sandifer is based in MOBILE, Alabama, working with SANDIFER WEALTH MANAGEMENT, INC.. Their office serves clients in the MOBILE metropolitan area and surrounding communities.

How does James Edward Sandifer charge for services?

James Edward Sandifer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANDIFER WEALTH MANAGEMENT, INC.?

SANDIFER WEALTH MANAGEMENT, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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