James Ross Schleicher
Investment adviser representative at W&s Advisory Services, LLC
18 yearsExperience
5 statesRegistered in
ChFC®Designation
$5.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- W&s Advisory Services, LLCJan 2026 to now
- W&s Brokerage ServicesApr 2008 to now
- Western Southern LifeJan 2008 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 5 states (AL, CA, NC, OH, VA).
W&s Advisory Services, LLC
$5.3MAssets managed
6,689Clients
10Advisers
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
- 5192894
- Firm CRD
- 334683