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James Edward Sandifer

Waverly Advisors, LLC

Mobile, AL

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
AL RA APPROVED 2023-01-03
  • AL RA
    APPROVED
    Since 2023-01-03

Branch Locations

3615 Old Shell Road, Mobile, AL 36608 • 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
Je Sandifer Financial Consultants Inc Dba Sandifer & Associates Mobile AL 04/2013 03/2023
Waverly Advisors, Llc Mobile AL 12/2022 12/2025
Waverly Advisors, Llc Mobile AL 01/2026 Present
Previous Registrations
  • 2013-07-23 → 2023-03-09
    Sandifer Wealth Management, Inc.
    Mobile, AL
  • 2009-01-02 → 2013-07-01
    Raymond James Financial Services Advisors, Inc
    Mobile, AL
  • 1994-04-15 → 2009-01-02
    Raymond James Financial Services, Inc.
    Mobile, AL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-09-25
  • S63 Uniform Securities Agent State Law Examination
    1987-09-25
Designations
Other Names
  • Jamey Sandifer

View on SEC IAPD

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Other Offices

FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC · MOBILE, AL
LEAVELL INVESTMENT MANAGEMENT, INC. · MOBILE, AL
LEAVELL INVESTMENT MANAGEMENT, INC. · MOBILE, AL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mobile, AL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mobile, AL
EDWARD JONES · MOBILE, AL
OAKWORTH ASSET MANAGEMENT, LLC · Mobile, AL
MEDORA VALUE EQUITY, LLC · MOBILE, AL

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