James Paul Clemensen
Investment Adviser Representative at BFI Wealth Solutions, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Paul Clemensen is an investment adviser representative with BFI Wealth Solutions, LLC in Dallas, TX, where they have been registered since 2023. They have worked in the securities industry since 2011 and have been registered with 4 firms, including Avantax Advisory Services and Cliftonlarsonallen Wealth Advisors, LLC. 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 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
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.
- Cliftonlarsonallen Wealth Advisors, LLCJul 2013 – Jul 2018Orlando, FL
- Avantax Investment Services, Inc.Jul 2018 – Sep 2023Dallas, TX
- Avantax Advisory ServicesJul 2018 – Sep 2023Dallas, TX
- Avantax Insurance Agency, LLCJan 2019 – Mar 2022Dallas, TX
- Borden Hamman AgencyNov 2019 – no end date reportedDallas, TX
- BFI Wealth Solutions, LLCMar 2021 – no end date reportedDallas, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BFI Wealth Solutions, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
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
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Dallas, TX
- SEC file number:
- 801-130638
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
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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 Paul Clemensen 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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