James Edward Sandifer

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 03/2023
  Je Sandifer Financial Consultants Inc Dba Sandifer & Associates
  Mobile, AL
• 12/2022 → 12/2025
  Waverly Advisors, Llc
  Mobile, AL
• 01/2026 → Present
  Waverly Advisors, Llc
  Mobile, AL

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

• S63 Uniform Securities Agent State Law Examination
  1987-09-25

Designations

• Certified Financial Planner

Other Names

• Jamey Sandifer