AdFi
JW

James Wise

Investment Adviser Representative at &PARTNERS

Washington, DCCRD #5591615Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
22 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 22 states
ArizonaCaliforniaColoradoConnecticutDistrict of ColumbiaFloridaGeorgiaIllinoisIndianaIowaLouisianaMaineMarylandMassachusettsMichiganNew YorkNorth CarolinaOhioPennsylvaniaSouth CarolinaTexasVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/24/2025
Series 7
General Securities Representative Examination
Passed 3/17/2025
SIE
Securities Industry Essentials Examination
Passed 2/10/2025
Series 50
Municipal Advisor Representative Qualification Exam
Passed 1/4/2017
Series 7
General Securities Representative Examination
Passed 10/17/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

&Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

&PARTNERSCurrent
3/24/2025Washington, DC
WELLS FARGO ADVISORS, LLC
10/20/20085/11/2011St. Louis, MO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

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 Wise 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.

James Wise - Financial Advisor in Washington, DC | AdvisorFinder