James Stephen Williams
Investment adviser representative at Impact Partnership Wealth, LLC
17 yearsExperience
1 stateRegistered in
$3BFirm assets
5 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
17 years in the industry.
- Impact Partnership Wealth, LLCJan 2026 to now
- Corestone Asset ManagementNov 2024 to now
- Osaic Wealth, IncNov 2024 to now
- Crossfit South AtlantaOct 2023 to now
- Park Avenue Securities, LLCJan 2020 to Nov 2024
- Guardian Life Insurance Co of AmericaNov 2018 to Nov 2024
- Williams Farrier ServiceJun 2009 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 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
- 7047803
- Firm CRD
- 313928