James M Korzik
Investment adviser representative at First Light Wealth Advisors, LLC
15 yearsExperience
4 statesRegistered in
$116.3MFirm assets
Under 1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- First Light Wealth Advisors, LLCMay 2018 to now
- Ameriprise Financial Services, Inc.Oct 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
First Light Wealth Advisors, LLC
$116.3MAssets managed
98Clients
2Advisers
Under 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
- 5137395
- Firm CRD
- 291214