James William Exley
Investment adviser representative at Wealth Science Advisors LLC
31 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$558.7MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Wealth Science Advisors LLCMay 2022 to now
- Northwestern Mutual Wealth Management CompanyMay 2007 to May 2022
- Northwestern Mutual Investment Services, LLCJun 1996 to May 2022
- Northwestern Mutual LifeJul 1995 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TX).
Wealth Science Advisors LLC
$558.7MAssets managed
273Clients
9Advisers
4 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
- 2766625
- Firm CRD
- 321031