James Sheldon Lineweaver
Investment Adviser Representative at LINEWEAVER WEALTH ADVISORS
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Sheldon Lineweaver has worked in the securities industry since 1993. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Florida, Ohio, and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.85% |
| $500,001 - $5,000,000 | 1.65% |
| $5,000,001 - $10,000,000 | 1.50% |
| Over $10,000,000 | 1.25% |
Lineweaver Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at LINEWEAVER WEALTH ADVISORS
7 other advisors in the directory
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 Sheldon Lineweaver 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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