Rush Merrill James
Investment adviser representative at Bison Wealth, LLC
10 yearsExperience
1 stateRegistered in
$2.7BFirm assets
7 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
- Seminars and workshops
Experience
10 years in the industry.
- Bison Wealth, LLC.Jan 2026 to now
- Advocacy Wealth Management, LLCDec 2018 to Nov 2025
- Bank of America, N.A.Jul 2017 to Nov 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2017 to Nov 2018
- UnemployedAug 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 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
- 6529302
- Firm CRD
- 299805