Unclaimed Profile

James Edward Fisher

JB WEALTH ADVISORS LLC·NASHVILLE, Tennessee

Clean recordJB WEALTH ADVISORS LLC

11 WILLOW ST., NASHVILLE, TN 37210CRD# 7813819Firm CRD# 328441

Profile Verification

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

Identity

James Edward Fisher · NASHVILLE, TN

Registration

CRD #7813819 · JB WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Edward Fisher is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with JB WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

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 →

Firm Overview

Firm

JB WEALTH ADVISORS LLC

AUM

$11M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JB WEALTH ADVISORS LLC →

Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7813819

Firm CRD# 328441

View on FINRA BrokerCheck →

Looking for a financial advisor in NASHVILLE?

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

Browse NASHVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Edward Fisher offer?

James Edward Fisher specializes in Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are James Edward Fisher's credentials?

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

Where is James Edward Fisher located?

James Edward Fisher is based in NASHVILLE, Tennessee, working with JB WEALTH ADVISORS LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does James Edward Fisher charge for services?

James Edward Fisher'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 JB WEALTH ADVISORS LLC?

JB WEALTH ADVISORS LLC has approximately 7 employees and manages $11M 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 →