Best Investors Account Sign in
Inactive

James Joseph Wright

Harvest Financial Partners

Paoli, PA

Claim This Profile
Current Employers
Harvest Financial Partners

159 Lancaster Avenue Suite Three, Paoli, PA 19301-1782 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2008-03-26
  • PA RA
    APPROVED
    Since 2008-03-26

Branch Locations

159 Lancaster Avenue Suite Three, Paoli, PA 19301-1782 • 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
Harvest Financial Partners, Llc Malvern PA 03/2008 Present
  • 03/2008 → Present
    Harvest Financial Partners, Llc
    Malvern, PA
Previous Registrations
  • 2006-05-05 → 2008-01-28
    Davidson Capital Management
    Devon, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-14
  • S65 Uniform Investment Adviser Law Examination
    1994-03-14
Designations
Other Names
  • James Wright

View on SEC IAPD

Other Firms

PAOLI FINANCIAL ADVISORS, LTD.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VALEN PRIVATE CAPITAL, LLC.
CETERA INVESTMENT ADVISERS LLC
NWF ADVISORY SERVICES INC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DELUCA FINANCIAL PLANNING

Other Investors

RICHARD LEWIS SWITZER
CHRISTOPHER PAUL NAWN
Weihao Shen
John T McNeila
Josie xiao jing Chen
Benjamin Durham
JOHN P DURHAM
DANIEL SCOTT SWINEHART

Other Offices

PAOLI FINANCIAL ADVISORS, LTD. · PAOLI, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PAOLI, PA
VALEN PRIVATE CAPITAL, LLC. · PAOLI, PA
CETERA INVESTMENT ADVISERS LLC · PAOLI, PA
NWF ADVISORY SERVICES INC · PAOLI, PA
WELLS FARGO CLEARING SERVICES, LLC · PAOLI, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Paoli, PA
DELUCA FINANCIAL PLANNING · PAOLI, PA

More in Paoli, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor