James Allan Plaskey

Current Employers

Employment History

• 10/2013 → 01/2022
  Executive Wealth Management
  Brighton, MI
• 10/2013 → 11/2017
  401(K) Gps, Llc
  Brighton, MI
• 11/2013 → 06/2017
  Invest Financial Corp.
  Tampa, FL
• 06/2017 → 12/2022
  Private Client Services Llc
  Louisville, KY
• 04/2022 → 12/2024
  Ewm Tax Solutions, Llc
  Brighton, MI
• 01/2022 → 05/2023
  Executive Wealth Management, Llc
  Brighton, MI
• 05/2023 → 12/2024
  Executive Wealth Management, Llc
  Brighton, MI
• 01/2022 → 12/2024
  Ewm Capital, Llc
  Brighton, MI
• 12/2024 → Present
  Ep Wealth Advisors, Llc
  Brighton, MI

Previous Registrations

• 2015-07-08 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI
• 2015-07-08 → 2017-11-16
  401K Gps
  Brighton, MI
• 2014-04-10 → 2017-06-07
  Invest Financial Corporation
  Brighton, MI

Other Businesses

1) Brighton Chamber of Commerce. 218 E. Grand River, Brighton, MI 48116. Chamber of Commerce for Brighton and the surrounding communities. Board Member. 01/2026 4 hours/month; 4 during trading hours. 2) Team Suzy. 3669 Griffith, Berkley, MI 48072. Non-profit 501(c)3 founded by my uncle in memory of his late wife, Suzy. The intention of the non-profit is to raise capital through fund raisers and donations to support the Alzheimer's Association, local care givers, and other non-profits. Board Member. 07/08/2020; 4 hrs/mo; 0-2 hrs during trading hrs. 3) Balanced Divorce Solutions (BDS). Divorce practice revolved around the Certified Divorce Financial Analyst (CDFA). BDS will work as an advocate in divorce and divorce neutral. I will be working as a CDFA helping families and attorneys alike through the divorce process with the financial aspects. 01/01/2022; 40 hrs/mo; 7 during trading hrs. 4) Executive Financial Planning; Not investment-related; 135 W North St, Brighton, MI 48116; Insurance Agency; Owner and Insurance Agent; 01/01/2022; 8 hrs/monthly; Sell insurance. 5) EWM Tax Solutions; Not investment related; 135 W. North St, Brighton, MI 48116; Tax preparation; Owner; 04/11/2022; 0 hrs/monthly during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-08

Designations

Other Names

• James Plaskey
• James Allan Plaskey
• James Allan Plaskey
• Jimmie Plaskey