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James Timothy Bashall

Nerdwallet Wealth Partners, LLC

New York, NY

CRD 7815188

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Employer firm

Nerdwallet Wealth Partners, LLC CRD 337328

$263M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Nerdwallet Wealth Partners, Llc

123 William Street 21St Floor, New York, NY 10038 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-20
  • NY RA
    APPROVED
    Since 2025-08-20

Branch Locations

123 William Street 21St Floor, New York, NY 10038 • 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
Future You Wealth New York NY 10/2023 08/2025
Anchor Capital Johannesburg 06/2023 09/2023
Self-Employed New York NY 07/2021 06/2023
Anchor Capital Johannesburg 08/2019 06/2021
Step Advisory Johannesburg 07/2017 06/2019
Self Employed Cape Town 05/2016 06/2017
Nerdwallet Wealth Partners Llc New York NY 08/2025 Present
  • 10/2023 → 08/2025
    Future You Wealth
    New York, NY
  • 06/2023 → 09/2023
    Anchor Capital
    Johannesburg
  • 07/2021 → 06/2023
    Self-Employed
    New York, NY
  • 08/2019 → 06/2021
    Anchor Capital
    Johannesburg
  • 07/2017 → 06/2019
    Step Advisory
    Johannesburg
  • 05/2016 → 06/2017
    Self Employed
    Cape Town
  • 08/2025 → Present
    Nerdwallet Wealth Partners Llc
    New York, NY
Previous Registrations
  • 2023-11-02 → 2025-07-31
    Future You Wealth
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-02
  • S65 Uniform Investment Adviser Law Examination
    2023-11-02

View on SEC IAPD

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