James Gregory Wahlberg

Employer firm

Bare Wealth Advisors CRD 328043

$662M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2016 → 06/2024
  Securities America, Inc. Dba Bare Wealth Advisors
  Gap, PA
• 10/2018 → 06/2024
  Securities America Advisors, Inc. Dba Bare Wealth Advisors
  Gap, PA
• 10/2023 → Present
  Bare Financial Services, Inc. Dba Bare Wealth Advisors
  Gap, PA

Previous Registrations

• 2018-10-29 → 2024-05-31
  Securities America Advisors, Inc.
  Gap, PA

Other Businesses

Millersville Townhouse Position: Owner Nature: I have a townhouse rental unit Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 02/01/2015 Address: 149 Knollwood Road, Millersville PA 17551 BARE WEALTH ADVISORS POSITION: Investment Advisor Representative NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 10/17/2023 ADDRESS: 835 Houston Run Drive, Suite 260, Gap PA 17527 DESCRIPTION: Provide comprehensive financial planning and invest advisory advice. Review advisory accounts and provide recommendations on advisory accounts. BARE WEALTH ADVISORS POSITION: Sales NATURE: Insurance sales. Medicare insurance, life insurance, long term care INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2016 ADDRESS: 835 Houston Run Drive, Suite 260, Gap PA 17527 DESCRIPTION: Selling equity indexed annuities. MILLERSVILLE BIBLE CHURCH POSITION: Volunteer NATURE: Volunteering at church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2007 ADDRESS: 1940 New Danville Pike, Lancaster PA 17603 DESCRIPTION: Involved as a church deacon and have meetings monthly to discuss caring for the church facility. Once every couple months I volunteer as a church greeter and help in the children's ministry program

Exams

• S66 Uniform Combined State Law Examination
  2018-10-26

Other Names

• Jim Wahlberg
• James Wahlberg