James Joseph Walsh

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2012 → 11/2017
  Zhang Financial
  Portage, MI
• 11/2017 → 10/2025
  Advance Capital Management, Inc.
  Grand Rapids, MI
• 10/2025 → Present
  Farther
  Caledonia, MI

Previous Registrations

• 2017-12-05 → 2025-11-07
  Advance Capital Management Inc
  Grand Rapids, MI
  Southfield, MI
  Grand Rapids, MI
• 2015-01-05 → 2017-11-29
  Zhang Financial
  Portage, MI
• 2012-03-05 → 2014-12-31
  Zhang Financial
  Portage, MI
• 2008-01-11 → 2012-11-13
  Lpl Financial Llc
  Grand Rapids, MI
  Portage, MI
• 2007-04-02 → 2007-09-11
  Morgan Stanley & Co. Llc
  E. Lansing, MI
• 2007-01-16 → 2007-04-02
  Morgan Stanley Dw Inc.
  E. Lansing, MI

Exams

• S66 Uniform Combined State Law Examination
  2007-01-05

Other Names

• James J Walsh