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James Andrew Webb

Fsa Investment Group, LLC

Pensacola, FL

CRD 6058223

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Employer firm

Fsa Investment Group, LLC CRD 163641

$762M regulatory AUM 1 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:

Current Employers
Fsa Investment Group, Llc

212 South Alcaniz Street, Pensacola, FL 32502 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-06
  • FL RA
    APPROVED
    Since 2023-01-06

Branch Locations

212 South Alcaniz Street, Pensacola, FL 32502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsa Investment Group, Llc Pensacola FL 09/2022 Present
Fsa Investment Group Pensacola FL 09/2022 Present
Highland Associates Birmingham AL 03/2015 09/2022
  • 09/2022 → Present
    Pensacola, FL
  • 09/2022 → Present
    Fsa Investment Group
    Pensacola, FL
  • 03/2015 → 09/2022
    Highland Associates
    Birmingham, AL
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Andy Webb

View on SEC IAPD

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