James Joseph Caufield

Employer firm

Bison Wealth, LLC CRD 299805

$2.74B regulatory AUM

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:

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

Current Employers

Employment History

• 05/2026 → 08/2026
  Api Financial Advisors, Llc
  Rockledge, FL
• 11/2024 → Present
  Faith Financial Solutions
  Windermere, FL
• 06/2022 → 01/2025
  Family First Life Allstar
  Windermere, FL
• 06/2023 → 01/2024
  Grow Channels
  Winderemere, FL
• 12/2022 → 06/2023
  Window Wall
  Orlando, FL
• 07/2022 → 09/2023
  Target
  Winter Garden, FL
• 03/2022 → 06/2022
  Pe Solar
  Orlando, FL
• 02/2022 → 03/2022
  Fedex
  Ocala, FL
• 01/2020 → 02/2022
  United States Postal Service
  Rochester, NY
• 08/2018 → 01/2020
  Ridgemont Country Club
  Rochester, NY
• 06/2017 → 12/2018
  Buttonwood Farm
  Rochester, NY
• 02/2026 → Present
  Back40 Financial
  Windermere, FL
• 04/2016 → 07/2018
  Marshall'S
  Rochester, NY
• 08/2026 → Present
  Bison Wealth, Llc.
  Atlanta, GA

Previous Registrations

• 2026-06-02 → 2026-08-11
  Api Financial Advisors, Llc
  Windermere, FL
  Rockledge, FL

Other Businesses

1) FAITH FINANCIAL SOLUTIONS, LLC; INVESTMENT RELATED; WINDERMERE, FL; OWNER / INDEPENDENT INSURANCE PRODUCER; SALES OF LIFE INSURANCE PRODUCTS; 11/2024; 10 HRS/WK; 2) BACK40 FINANCIAL; INVESTMENT RELATED RETIREMENT PLANNING; WINDERMERE, FL; 02/2026; 15 HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-29