James Michael Holcomb
Investment adviser representative at Westward Investment Advisory
14 yearsExperience
3 statesRegistered in
$571.5MFirm assets
6 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Westward Investment AdvisoryAug 2015 to now
- Breitenbach IaJul 2012 to now
- Central States Capital Markets LLCAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (KS, TX, WI).
Westward Investment Advisory
Legal name: Westward Investment Advisory, LLC
$571.5MAssets managed
20Clients
3Advisers
6 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
- 2200239
- Firm CRD
- 281742