James Kirk Wisloski

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  Stonex Securities Inc.
  Kulpmont, PA
• 03/2023 → Present
  Stonex Advisors Inc.
  Kulpmont, PA

Other Businesses

1) Business Name: Woytowich Wisloski Investment Group, Inc Business Address: 100 West Independence Street 3rd Floor Shamokin, PA 17872 Nature of Business: Sell EIA's, Health Insurance and Fixed Annuties Investment Related: YES Business Position, Title or Association: Representative Business Duties: Sell EIA's, health insurance and fixed annuities. Business Start Date: 3/1/2016 Approximate Hours Devoted to Business: 15 per month Approximate Hours Devoted to Business during Market Hours: 15 per month 2) Southern Columbia Area School District - Catawissa, PA Nature of Business: coach Investment Related: No Business Position: coach Business Duties: track coach Business Start Date: 03/01/2021 Approximately 30 hours spent on this OBA monthly, with zero during market hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-03
• S63 Uniform Securities Agent State Law Examination
  2000-12-07