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James Sheldon Lineweaver

LINEWEAVER WEALTH ADVISORS, LLC·VALLEY VIEW, Ohio
SIE, Series 7, Series 63, Series 65CFPClean record26 years registeredLINEWEAVER WEALTH ADVISORS, LLC
9035 SWEET VALLEY DRIVE, VALLEY VIEW, OH 44125CRD# 2167805Firm CRD# 173310

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Sheldon Lineweaver · VALLEY VIEW, OH
Registration
CRD #2167805 · LINEWEAVER WEALTH ADVISORS, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

LINEWEAVER WEALTH ADVISORS
Feb 2015 – present
SPC
Sep 2005 – Feb 2015
VALLEY VIEW, OH
FINANCIAL MANAGEMENT STRATEGIES, INC.
Apr 2000 – Apr 2006
INDEPENDENCE, OH
WALNUT STREET ADVISERS INC
Mar 2000 – Sep 2005
VALLEY VIEW, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · March 23, 2000
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LINEWEAVER WEALTH ADVISORS, LLC
CRD 173310 · SEC 801-80580
AUM
$751M
Regulatory assets under management
Employees
19
3,209 client accounts
Services offered by LINEWEAVER WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LINEWEAVER WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does James Sheldon Lineweaver offer?
James Sheldon Lineweaver specializes in Financial Planning, Investment Management. Contact their office in VALLEY VIEW, Ohio for a consultation.
What are James Sheldon Lineweaver's credentials?
James Sheldon Lineweaver holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is James Sheldon Lineweaver located?
James Sheldon Lineweaver is based in VALLEY VIEW, Ohio, working with LINEWEAVER WEALTH ADVISORS, LLC. Their office serves clients in the VALLEY VIEW metropolitan area and surrounding communities.
How does James Sheldon Lineweaver charge for services?
James Sheldon Lineweaver'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 LINEWEAVER WEALTH ADVISORS, LLC?
LINEWEAVER WEALTH ADVISORS, LLC has approximately 19 employees and manages $751M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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FINANCIAL MANAGEMENT STRATEGIES, INC.·VALLEY VIEW, OH

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