James Brian Blackwelder
Investment adviser representative at Anchor Investment Management
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assetsFixed 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.
- Anchor Investment Management, LLCMay 2021 to now
- First Palmetto BankAug 2020 to Apr 2021
- UnemployedJan 2020 to Aug 2020
- Southern First BankApr 2018 to Jan 2020
- Crescom BankMay 2017 to Apr 2018
- Wells Fargo BankSep 2012 to Apr 2017
- Northeast Columbia Soccer Assn.Aug 1997 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (SC).
Anchor Investment Management
Legal name: Anchor Investment Management, LLC
$1.5BAssets managed
821Clients
7Advisers
21 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
- 3199096
- Firm CRD
- 135296