James Lee Wisdom
Investment adviser representative at Advisor Share Wealth Management, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$376.9MFirm assets
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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
- Pension consulting
Experience
23 years in the industry.
- Advisor Share Wealth Management, LLCDec 2025 to now
- Harvest Investment Services, LLCMar 2015 to now
- James L Wisdom Insurance ServicesJul 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Advisor Share Wealth Management, LLC
$376.9MAssets managed
2,521Clients
48Advisers
3 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
- 2258388
- Firm CRD
- 307997