James Michael Ridgeway
Investment adviser representative at Leeward Financial Partners, LLC
10 yearsExperience
2 statesRegistered in
$401.5MFirm assets
5 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Leeward Financial Partners, LLCJun 2017 to now
- Manning & Napier AssociatesMay 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Leeward Financial Partners, LLC
$401.5MAssets managed
241Clients
3Advisers
5 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
- 2629340
- Firm CRD
- 288779