James Michael Walden
Investment adviser representative at Clayton Wealth Partners
13 yearsExperience
2 statesRegistered in
CFADesignation
$909.8MFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Clayton Wealth PartnersJun 2013 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Clayton Wealth Partners
Legal name: Clayton Financial Services Inc
$909.8MAssets managed
753Clients
7Advisers
44 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
- 4188489
- Firm CRD
- 105898