James Bean Runey
Investment adviser representative at Runey & Associates Wealth Management
12 yearsExperience
1 stateRegistered in
CFADesignation
$104.8MFirm 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 assetsFixed 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
12 years in the industry.
- Runey & Associates Wealth ManagementJun 2014 to now
- E & R Wealth Management, LLC dba Runey & Associates WealthApr 2014 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (SC).
Runey & Associates Wealth Management
Legal name: E & R Wealth Management, LLC
$104.8MAssets managed
165Clients
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
- 5212356
- Firm CRD
- 171271