James Joseph Walsh
Investment Adviser Representative at Farther
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Joseph Walsh is an investment adviser representative with Farther in Caledonia, MI, where they have been registered since 2025. They have worked in the securities industry since 2007 and have been registered with 6 firms, including Advance Capital Management Inc and Zhang Financial. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Zhang FinancialMar 2012 – Nov 2017Portage, MI
- Advance Capital Management, Inc.Nov 2017 – Oct 2025Grand Rapids, MI
- FartherOct 2025 – no end date reportedCaledonia, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Farther
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 308
- Offices listed on AdvisorFinder:
- 7
- Main office:
- San Francisco, CA
- SEC file number:
- 801-116721
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
View full firm profileOther advisors at Farther
Showing 12 of 308 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Joseph Walsh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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