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James Edward Ayres

Waverly Advisors, LLC

Seattle, WA

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-10-24
  • WA RA
    APPROVED
    Since 2025-10-24

Branch Locations

450 Alaskan Way S, Seattle, WA 98104 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • 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
Pacific Portfolio Consulting, Llc Seattle WA 05/2004 09/2025
Waverly Advisors Birmingham AL 09/2025 Present
  • 05/2004 → 09/2025
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 09/2025 → Present
    Waverly Advisors
    Birmingham, AL
Previous Registrations
  • 2008-02-15 → 2025-12-23
    Pacific Portfolio Consulting, Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-20
S63 Uniform Securities Agent State Law Examination 1995-01-06
  • S65 Uniform Investment Adviser Law Examination
    2006-12-20
  • S63 Uniform Securities Agent State Law Examination
    1995-01-06
Designations

View on SEC IAPD

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