James Wesolowski (CRD# 5381714) is an Investment Advisor Representative working at Archer Investment Corporation in Cape Coral, FL and has over 16 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archer Investment Corporation | Indianapolis, IN | Oct 2018 - Current | 5 |
| J Wesolowski Financial LLC | Cape Coral, FL | Dec 2008 - Current | 15 |
| James M. Wesolowski, Cpa, P.a. | Cape Coral, FL | Jul 2000 - Current | 23 |
| H.d. Vest Investment Services | Cape Coral, FL | Jul 2008 - Oct 2018 | 10 |
| H.d. Vest Advisory Services | Cape Coral, FL | Jul 2007 - Oct 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- FL
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Total Assets Under Management749MILLIONS
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Total Number of Accounts3,810ACCOUNTS
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Average Account Value$196,642
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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