James Vincent Wallerius
Investment Adviser Representative at SYSTEMATIC FINANCIAL MANAGEMENT LP
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Vincent Wallerius has worked in the securities industry since 1992. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in Florida.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Small Cap Free Cash Flow - First Tier | 1.00% |
| Small Cap Free Cash Flow - Second Tier | 0.75% |
| Small Cap Free Cash Flow - Third Tier | 0.60% |
| SMID Cap Free Cash Flow - First Tier | 0.85% |
| SMID Cap Free Cash Flow - Second Tier | 0.75% |
| SMID Cap Free Cash Flow - Third Tier | 0.60% |
| Mid Cap Free Cash Flow - First Tier | 0.75% |
| Mid Cap Free Cash Flow - Second Tier | 0.50% |
| Mid Cap Free Cash Flow - Third Tier | 0.40% |
Firm-stated minimum; may be waived at the firm's discretion.
Systematic Financial Management LP 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 May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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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 Vincent Wallerius 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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