James Walter Hartwell
Investment adviser representative at Essex LLC
29 yearsExperience
2 statesRegistered in
$649.3MFirm assets
29 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
Experience
29 years in the industry.
- Essex, LLCJan 1997 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Essex LLC
$649.3MAssets managed
608Clients
9Advisers
29 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
- 2400781
- Firm CRD
- 108352