James Michael Wood
Investment adviser representative at Steward Partners Investment Advisory, LLC
15 yearsExperience
1 stateRegistered in
$36.7BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Steward Partners Investment Advisory, LLCJul 2025 to now
- Steward Partners Global AdvisoryJul 2025 to now
- Steward Partners Investment Solutions, LLCJul 2025 to now
- Truist Advisory Services, Inc.Feb 2021 to May 2025
- Truist Investment Services, Inc.Feb 2021 to May 2025
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t BankMay 2011 to Feb 2021
- Bb&t InvestmentsMay 2011 to Feb 2021
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (VA).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 4939999
- Firm CRD
- 283004