James F Behr
Investment adviser representative at Stillwater Private Wealth
11 yearsExperience
1 stateRegistered in
$176.8MFirm assets
Under 1 yearFirm 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
Experience
11 years in the industry.
- Stillwater Private WealthFeb 2026 to now
- Ethos Financial Group, LLCMar 2024 to Feb 2026
- Blue Bell Private Wealth ManagementOct 2015 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (SC).
Stillwater Private Wealth
Legal name: Stillwater Private Wealth, LLC
$176.8MAssets managed
164Clients
4Advisers
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
- 6275060
- Firm CRD
- 339794