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James Kurz Eichelberger

Wealthspire Advisors

Annapolis, MD

Fulton, MD

CRD 1854268

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Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-03-31
TX RA APPROVED 2021-03-31
  • MD RA
    APPROVED
    Since 2021-03-31
  • TX RA
    APPROVED
    Since 2021-03-31

Branch Locations

900 Bestgate Road Suite 200, Annapolis, MD 21401 • United States

8170 Maple Lawn Blvd Suite 100, Fulton, MD 20759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthspire Advisors Fulton MD 06/2002 Present
Previous Registrations
  • 2002-05-17 → 2021-10-01
    Wealthspire Advisors
    Fulton, MD
    Annapolis, MD
  • 1992-02-14 → 2004-12-31
    Eichelberger Griesser Eddy & Alms Inc
    Columbia, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-10-04
S63 Uniform Securities Agent State Law Examination 1988-12-20
  • S65 Uniform Investment Adviser Law Examination
    1995-10-04
  • S63 Uniform Securities Agent State Law Examination
    1988-12-20
Designations
  • Certified Financial Planner
Other Names
  • Jay Eichelberger

View on SEC IAPD

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