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James Joseph Wright

HARVEST FINANCIAL PARTNERS, LLC·PAOLI, Pennsylvania
Series 2, Series 65Clean record20 years registeredHARVEST FINANCIAL PARTNERS, LLC
159 LANCASTER AVENUE, PAOLI, PA 19301-1782CRD# 2470758Firm CRD# 146162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Joseph Wright · PAOLI, PA
Registration
CRD #2470758 · HARVEST FINANCIAL PARTNERS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

HARVEST FINANCIAL PARTNERS
Mar 2008 – present
DAVIDSON CAPITAL MANAGEMENT
May 2006 – Jan 2008
DEVON, PA
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · May 5, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HARVEST FINANCIAL PARTNERS, LLC
CRD 146162 · SEC 801-117513
AUM
$124M
Regulatory assets under management
Employees
2
360 client accounts
Services offered by HARVEST FINANCIAL PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HARVEST FINANCIAL PARTNERS, LLC →
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05

Frequently Asked Questions

What services does James Joseph Wright offer?
James Joseph Wright specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PAOLI, Pennsylvania for a consultation.
What are James Joseph Wright's credentials?
James Joseph Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Joseph Wright located?
James Joseph Wright is based in PAOLI, Pennsylvania, working with HARVEST FINANCIAL PARTNERS, LLC. Their office serves clients in the PAOLI metropolitan area and surrounding communities.
How does James Joseph Wright charge for services?
James Joseph Wright'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 HARVEST FINANCIAL PARTNERS, LLC?
HARVEST FINANCIAL PARTNERS, LLC has approximately 2 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARVEST FINANCIAL PARTNERS, LLC

David Eric Friedland
PAOLI, PA
John Gregory Fattibene
PAOLI, PA

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