James Joseph Caufield
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.Aug 2026 to now
- Back40 FinancialFeb 2026 to now
- Faith Financial SolutionsNov 2024 to now
- Api Financial Advisors, LLCMay 2026 to Aug 2026
- Grow ChannelsJun 2023 to Jan 2024
- Window WallDec 2022 to Jun 2023
- TargetJul 2022 to Sep 2023
- Family First Life AllstarJun 2022 to Jan 2025
- Pe SolarMar 2022 to Jun 2022
- FedexFeb 2022 to Mar 2022
- United States Postal ServiceJan 2020 to Feb 2022
- Ridgemont Country ClubAug 2018 to Jan 2020
- Buttonwood FarmJun 2017 to Dec 2018
- Marshall'sApr 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8270186
- Firm CRD
- 299805