James William Buckham
Investment adviser representative at Wellesley Asset Management, Inc.
15 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Wellesley Asset Management, Inc.Jan 2025 to now
- Wellesley Investment Advisors, Inc.Feb 2011 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NH).
Wellesley Asset Management, Inc.
$2BAssets managed
1,296Clients
17Advisers
24 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
- 5670052
- Firm CRD
- 116176