Jimmy Fish
Investment adviser representative at Wealthcare Advisory Partners LLC
11 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wealthcare Advisory Partners LLCAug 2026 to now
- Aegis Wealth Management, Inc.Jun 2021 to Aug 2026
- Nylife Securities LLCApr 2020 to Jun 2021
- PrudentialJan 2020 to Apr 2020
- Puritan Financial GroupOct 2018 to Jan 2020
- JP Morgan ChaseSep 2017 to Sep 2018
- Bank of America, N.A.Aug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 6374704
- Firm CRD
- 171976