James Andrew Michaels
Investment adviser representative at Arkadios Wealth Advisors
20 yearsExperience
2 statesRegistered in
$8.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Arkadios Wealth AdvisorsSep 2024 to now
- Arkadios CapitalSep 2024 to now
- Osaic Advisory ServicesSep 2024 to Sep 2024
- Osaic Wealth, Inc.Jun 2024 to Sep 2024
- Securities America, Inc.Sep 2005 to Jun 2024
- Everest Financial Group LLCSep 2004 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CO, MN).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2130582
- Firm CRD
- 288863