James Lee Wisdom

Current Employers

Advisor Share Wealth Management, Llc

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-22

CA RA
APPROVED

Since 2025-12-22

Branch Locations

Westlake Village, CA • United States

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • 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

Organization	City	State	From	To
James L Wisdom Insurance Services	Westlake Village	CA	07/2003	Present
Harvest Investment Services, Llc	Westlake Village	CA	03/2015	Present

07/2003 → Present

James L Wisdom Insurance Services

Westlake Village, CA
03/2015 → Present

Harvest Investment Services, Llc

Westlake Village, CA

Previous Registrations

2015-03-17 → 2024-12-23

Harvest Investment Services, Llc

Westlake Village, CA
2008-06-04 → 2011-07-14

National Planning Corporation

Westlake Village, CA

Sherman Oaks, CA
2008-01-30 → 2008-04-01

Transamerica Financial Advisors, Llc

Newbury Park, CA

Cedar Rapids, IA

Newbury Park, CA

Other Businesses

JAMES L. WISDOM INSURANCE SERVICE -INVESTMENT RELATED -4530 E THOUSAND OAKS BLVD, 2ND FLOOR, WESTLAKE VILLAGE,CA 91362 -OWNER -04/08 -10 HRS/MONTH - FEE-BASED CONSUMER-DRIVEN HEALTH FINANCIAL PLANNING. JAMES L. WISDOM INSURANCE SERVICES - YES - 2509 LEAFLOCK AVE, WESTLAKE VILLAGE, CA 91361 - LIFE SALES & LONG TERM CARE - REGISTERED REPRESENTATIVE - 05/14/2010 - OCCASIONAL LIFE LTC SALES

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-01-06

S63 Uniform Securities Agent State Law Examination

1999-01-06

Designations

Other Names

Jim Wisdom
James L Wisdom

View on SEC IAPD