James M. Wesolowski
Investment adviser representative at Archer Investment Corporation
26 yearsExperience
1 stateRegistered in
PFSDesignation
$1BFirm 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.
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Archer Investment CorporationOct 2018 to now
- J Wesolowski Financial LLCDec 2008 to now
- James M. Wesolowski, Cpa, P.A.Jul 2000 to now
- H.D. Vest Investment ServicesJul 2008 to Oct 2018
- H.D. Vest Advisory ServicesJul 2007 to Oct 2018
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Archer Investment Corporation
$1BAssets managed
4,335Clients
77Advisers
21 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
- 5381714
- Firm CRD
- 136403