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Jamie David Sledge

Investment Adviser Representative at SLEDGE AND COMPANY WEALTH ADVISORS

High Point, NCCRD #4078983Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
6 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
FloridaMarylandNorth CarolinaPennsylvaniaSouth CarolinaVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/20/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/11/2002
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/4/2000

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $500,0001.40%
$500,001 to $1,000,0001.25%
$1,000,001 to $3,000,0001.00%
$3,000,001 to $10,000,0000.90%
$10,000,001 and above
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Sledge AND Company Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SLEDGE AND COMPANY WEALTH ADVISORSCurrent
5/23/2025High Point, NC
THE WEALTH GROUP, LTD
5/6/20117/16/2025High Point, NC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
4/1/20095/2/2011Raleigh, NC
CIC ADVISERS, LLC
4/25/20065/2/2011High Point, NC

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SLEDGE AND COMPANY WEALTH ADVISORS

3 other advisors in the directory

View SLEDGE AND COMPANY WEALTH ADVISORS firm profile
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. Jamie David Sledge 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.

Jamie David Sledge - Financial Advisor in High Point, NC | AdvisorFinder