Jamie David Sledge

Employer firm

Sledge And Company Wealth Advisors CRD 336314

$183M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/1992 → Present
  Sledge And Company, Pllc
  High Point, NC
• 11/2000 → Present
  Capital Investment Group, Inc.
  Raleigh, NC
• 05/2011 → 05/2025
  The Wealth Group, Ltd.
  High Point, NC
• 05/2025 → Present
  Sledge And Company Wealth Advisors
  High Point, NC

Previous Registrations

• 2011-05-06 → 2025-07-16
  The Wealth Group, Ltd
  High Point, NC
• 2006-04-25 → 2011-05-02
  Cic Advisers, Llc
  High Point, NC
• 2009-04-01 → 2011-05-02
  Capital Investment Advisory Services, Llc
  Raleigh, NC

Other Businesses

1. SLEDGE AND COMPANY ,PLLC. CPA. CPA FIRM PROVIDING ACCOUNTING SERVICES. 115 W. STATE AVENUE, HIGH POINT, NC 27262. SPEND 160 HOURS/MON ON ACTIVITY, WITH >80% DURING TRADING HOURS. NON-INVESTMENT RELATED. STARTED 05/1992. 2. CAPITAL INVESTMENT GROUP, INC. REGISTERED REPRESENTATIVE. BROKER-DEALER. 115 W. STATE AVENUE, HIGH POINT, NC 27262. INVESTMENT-RELATED. STARTED 11/2000. 3. SLEDGE HOLDINGS, LLC., MANAGER. REAL ESTATE BUSINESS/COMMERCIAL OFFICE BUILDING RENTALS. 115 WEST STATE AVENUE, HIGH POINT, NC 27262. 1 HR/MONTH, <1 HR/MONTH DURING TRADING HRS. NON-INVESTMENT RELATED BUSINESS. STARTED 12/2012. 4. INSURANCE AGENT. AGENT PROVIDING INSURANCE SALES AND SERVICING. 115 W. STATE AVENUE, HIGH POINT, NC 27262. NON-INVESTMENT RELATED. STARTED 08/2000. 5. C&S TRUST. TRUSTEE FOR TRUST. 115 WEST STATE AVE, HIGH POINT, NC 27262. <1 HR/WK, <1 HR DURING NORMAL TRADING HRS.NON-INVESTMENT-RELATED. STARTED 09/2016. 6. JAMES & PHYLLIS MORGAN IRREVOCABLE LIFE INSURANCE TRUST. TRUSEE FOR TRUST. 115 WEST STATE AVENUE, HIGH POINT, NC 27262. NON-INVESTMENT RELATED. STARTED 08/2017. 7. SUSAN E. WILSON CHARITABLE REMAINDER UNITRUST. TRUSTEE. 115 W. STATE AVENUE, HIGH POINT, NC 27262. 1 HR/WK, 1 HR DURING NORMAL TRADING HRS. NON-INVESTMENT RELATED. STARTED 11/2016. 8. SLEDGE AND COMPANY WEALTH ADVISORS, LLC. OWNER OF REGISTERED INVESTMENT ADVISOR. 115 W. STATE AVENUE, HIGH POINT, NC 27262. 30 HR/WK, 30 HR DURING NORMAL TRADING HRS. INVESTMENT RELATED. STARTED 5/2025.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-20

Designations

• Certified Financial Planner
• Personal Financial Specialist