Unclaimed Profile

James Wagner Zerweck

IC ADVISORY SERVICES, INC.·BEDMINSTER, New Jersey

SIE, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredIC ADVISORY SERVICES, INC.

1420 ROUTE 206 NORTH, BEDMINSTER, NJ 07921CRD# 2636989Firm CRD# 140190

Profile Verification

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

Identity

James Wagner Zerweck · BEDMINSTER, NJ

Registration

CRD #2636989 · IC ADVISORY SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

GWN SECURITIES INC.

Jan 2016 – present

IC ADVISORY SERVICES, INC.

May 2006 – Apr 2014

BEDMINSTER, NJ

THE INVESTMENT CENTER, INC.

Sep 2004 – Jun 2006

BEDMINSTER, NJ

HORNOR, TOWNSEND & KENT, INC.

Jul 2003 – Aug 2004

HORSHAM, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 25, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IC ADVISORY SERVICES, INC.

CRD 140190 · SEC 801-66512

AUM

$2.1B

Regulatory assets under management

Employees

220

6,011 client accounts

Services offered by IC ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IC ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does James Wagner Zerweck offer?

James Wagner Zerweck specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDMINSTER, New Jersey for a consultation.

What are James Wagner Zerweck's credentials?

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

Where is James Wagner Zerweck located?

James Wagner Zerweck is based in BEDMINSTER, New Jersey, working with IC ADVISORY SERVICES, INC.. Their office serves clients in the BEDMINSTER metropolitan area and surrounding communities.

How does James Wagner Zerweck charge for services?

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

How large is IC ADVISORY SERVICES, INC.?

IC ADVISORY SERVICES, INC. has approximately 220 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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