Jamie David Sledge
Investment adviser representative at Sledge and Company Wealth Advisors
34 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$183.4MFirm 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
34 years in the industry.
- Sledge and Company Wealth AdvisorsMay 2025 to now
- Capital Investment Group, Inc.Nov 2000 to now
- Sledge and Company, PllcMay 1992 to now
- The Wealth Group, Ltd.May 2011 to May 2025
Designations
- CFP® certification
- PFS
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NC).
Sledge and Company Wealth Advisors
Legal name: Sledge and Company Wealth Advisors, LLC
$183.4MAssets managed
200Clients
4Advisers
1 yearIn 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
- 4078983
- Firm CRD
- 336314