James Gregory Wahlberg
Investment adviser representative at Bare Wealth Advisors
10 yearsExperience
1 stateRegistered in
$662.3MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bare Wealth AdvisorsOct 2023 to now
- Bare Financial Services, Inc. dba Bare Wealth AdvisorsOct 2023 to now
- Securities America Advisors, Inc. dba Bare Wealth AdvisorsOct 2018 to Jun 2024
- Securities America, Inc. dba Bare Wealth AdvisorsMay 2016 to Jun 2024
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Bare Wealth Advisors
Legal name: Bare Financial Services Inc.
$662.3MAssets managed
841Clients
10Advisers
3 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
- 5402989
- Firm CRD
- 328043