Unclaimed Profile

James David Wise

RONALD BLUE & CO LLC·ROSWELL, Georgia

Series 7, Series 63, Series 65Clean record30 years registeredRONALD BLUE & CO LLC

300 COLONIAL CENTER PARKWAY, ROSWELL, GA 30076CRD# 1361204Firm CRD# 104605

Profile Verification

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

Identity

James David Wise · ROSWELL, GA

Registration

CRD #1361204 · RONALD BLUE & CO LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RONALD BLUE & CO LLC

RONALD BLUE & CO., LLC

May 2011 – Aug 2017

ORLANDO, FL

RONALD BLUE & CO. LLC

May 1996 – Nov 2010

FT LAUDERDALE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 23, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RONALD BLUE & CO., LLC

CRD 104605 · SEC 801-18423

AUM

$5.7B

Regulatory assets under management

Employees

275

16,212 client accounts

Services offered by RONALD BLUE & CO., LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RONALD BLUE & CO., LLC →

Introduction

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Frequently Asked Questions

What services does James David Wise offer?

James David Wise specializes in Financial Planning, Investment Management, Wealth Management.

What are James David Wise's credentials?

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

Where is James David Wise located?

James David Wise is based in ROSWELL, Georgia, last registered with RONALD BLUE & CO LLC.

How does James David Wise charge for services?

James David Wise's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RONALD BLUE & CO LLC?

RONALD BLUE & CO LLC has approximately 275 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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