James Morgan Shaffer
Investment adviser representative at Integrated Wealth Solutions, LLC
13 yearsExperience
1 stateRegistered in
$114MFirm assets
Under 1 yearFirm in business
Are you James Morgan Shaffer? Claim your profile
Contact this firm
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
13 years in the industry.
- Integrated Wealth Solutions, LLCJul 2025 to now
- Cape Securities, Inc.Sep 2022 to now
- Kinsley Construction IncNov 2016 to now
- Terra Wealth Management, LLCSep 2022 to Jul 2025
- Pfs Investments Inc.Jan 2014 to Sep 2022
- Primerica Financial ServicesJun 2013 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Integrated Wealth Solutions, LLC
$114MAssets managed
306Clients
8Advisers
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
- 6284327
- Firm CRD
- 334422