James Michael Fairchild

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 01/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 03/2015 → Present
  North Salem Wealth Strategies
  Greencastle, IN

Other Businesses

(1) North Salem Wealth Strategies; DBA; 101 E. Washington Street, Greencastle IN 46135; Financial Advisor and Insurance services; Providing investment and financial advice to bank clients, these includes retirement accounts, brokerage, annuities, life insurance, health insurance, Medicare and income planning. Reviewing and educating those who qualify for Medicare on their plan options, reviewing and recommending life insurance policies, as well as LTC plans, also using fixed annuities to create overall financial plans for clients; Start 7/7/2023; 160 hrs./mo., 160 hrs./mo. during trading (80 hrs./mo. dedicated to insurance services).

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-15