James Wesolowski, financial advisor Cape Coral FL
93 score

James Wesolowski

CRD Number: 5381714
Current Firm: H.d. Vest Advisory Services, Inc.

James Wesolowski (CRD# 5381714) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Cape Coral, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Cape Coral, FL Jul 2008 - Current 8
H.d. Vest Advisory Services Cape Coral, FL Jul 2007 - Current 9
James M. Wesolowski, Cpa, P.a. Cape Coral, FL Jul 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for James M. Wesolowski
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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