James Wright (CRD# 2470758) is an Investment Advisor Representative and one of the founders of Harvest Financial Partners in Paoli, PA. Harvest Financial Partners is an intimate, highly experienced investment management and financial advisory firm. Harvest works with indivduals and small businesses.
Jim has over 28 years of experience in the industry.
In these uncertain times, it is important to have a financial partner you can trust. At Harvest our approach is different, we get to know you and we take on your financial goals as if they were our own – so you can sleep better at night. We craft a portfolio that is customized to meet your needs. We never try to sell you anything and you do not have to be wealthy to be a client. You just have to want a more secure financial future.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harvest Financial Partners, LLC | Malvern, PA | Mar 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
- PA
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Total Assets Under Management124MILLIONS
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Total Number of Accounts360ACCOUNTS
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Average Account Value$344,896
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, CA, DE, FL, MD, NY, PA
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