AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

James Austin Wilding

CONFLUENCE WEALTH SERVICES, INC.·MCMURRAY, Pennsylvania
Clean recordCONFLUENCE WEALTH SERVICES, INC.
732 E MCMURRAY RD, MCMURRAY, PA 15317CRD# 2356075Firm CRD# 311980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Austin Wilding · MCMURRAY, PA
Registration
CRD #2356075 · CONFLUENCE WEALTH SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Austin Wilding is a registered financial advisor based in MCMURRAY, Pennsylvania, affiliated with CONFLUENCE WEALTH SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CONFLUENCE WEALTH SERVICES, INC.
CONFLUENCE FINANCIAL PARTNERS
AUM
$3.1B
Regulatory assets under management
Employees
69
Total firm employees
View all advisors at CONFLUENCE WEALTH SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2356075
Firm CRD# 311980
View on FINRA BrokerCheck →

Looking for a financial advisor in MCMURRAY?

Browse all registered financial advisors in MCMURRAY, Pennsylvania or claim this profile if it's yours.

Browse MCMURRAY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Austin Wilding offer?
James Austin Wilding specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCMURRAY, Pennsylvania for a consultation.
What are James Austin Wilding's credentials?
James Austin Wilding is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Austin Wilding located?
James Austin Wilding is based in MCMURRAY, Pennsylvania, working with CONFLUENCE WEALTH SERVICES, INC.. Their office serves clients in the MCMURRAY metropolitan area and surrounding communities.
How does James Austin Wilding charge for services?
James Austin Wilding's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONFLUENCE WEALTH SERVICES, INC.?
CONFLUENCE WEALTH SERVICES, INC. has approximately 69 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CONFLUENCE WEALTH SERVICES, INC.

Gregory Joseph Weimer
MCMURRAY, PA
Kathleen Ann Thornhill
MCMURRAY, PA
Gregory Joseph Weimer
MCMURRAY, PA

More Advisors in MCMURRAY, Pennsylvania

Geoffrey Gerber
TWIN CAPITAL MANAGEMENT INC·MCMURRAY, PA
James Dorr Drake
TWIN CAPITAL MANAGEMENT INC·MCMURRAY, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile