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James Joseph Wright

Harvest Financial Partners

Paoli, PA

CRD 2470758

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Employer firm

Harvest Financial Partners CRD 146162

$149M regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

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
  • Chartered Financial Analyst
Other Names
  • James Wright

View on SEC IAPD

Nearby Firms

PAOLI FINANCIAL ADVISORS, LTD.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VALEN PRIVATE CAPITAL, LLC.

Nearby Investors

RICHARD LEWIS SWITZER
CHRISTOPHER PAUL NAWN
Weihao Shen

Nearby Offices

PAOLI FINANCIAL ADVISORS, LTD. · PAOLI, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PAOLI, PA
VALEN PRIVATE CAPITAL, LLC. · PAOLI, PA

More in Paoli, PA

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