James Lee Stocker
Investment adviser representative at Wall Capital Group, Inc.
13 yearsExperience
2 statesRegistered in
$294.7MFirm assets
34 yearsFirm in business
Are you James Lee Stocker? 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
- Pension consulting
Experience
13 years in the industry.
- Wall Capital Group, Inc.Apr 2025 to now
- USAAAug 2019 to Mar 2025
- Grand Canyon UniversityAug 2013 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, IL).
Wall Capital Group, Inc.
$294.7MAssets managed
799Clients
3Advisers
34 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
- 8120247
- Firm CRD
- 105913