James William Winslow

Employer firm

Arbor Trust Wealth Advisors, LLC CRD 169611

$611M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2014 → Present
  Arbor Trust Wealth Advisors, Llc
  Ann Arbor, MI
• 08/2014 → 12/2022
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Previous Registrations

• 2005-10-31 → 2014-08-06
  Lpl Financial Llc
  Adrian, MI
  Dexter, MI
  Ann Arbor, MI
  Saline, MI
  Manchester, MI
  Ann Arbor, MI
  Fort Mill, SC
  Ann Arbor, MI
• 2003-04-01 → 2006-03-14
  Spc
  Ann Arbor, MI

Other Businesses

1. Licensed Insurance Agent; Not Investment Related. 825 Victors Way, Suite 150, Ann Arbor, MI 48108. Insurance. Owner. 12/2014. 4 Hrs/Mo; All During Trading Hours. Analyze Clients Needs for Life, Disability, Long Term Care Insurance. Research Appropriate Insurance for Clients. Obtain Quotes. Help Clients Complete Insurance Applications. Monitor Application Status through the Underwriting Process. Deliver Policies to Clients. 2. FOSDICK LAKE REAL ESTATE HOLDINGS, LLC; NOT INVESTMENT RELATED; 480 HUNTERS CREST DR SALINE, MI 48176; AUTHORIZED MEMBER; 05/2017; 0 HOURS/MONTH 3. Foundation for Saline Area Schools. Not Investment Related. 7265 North Ann Arbor Street, Saline, MI 48176. Public School Foundation. Member of Finance Committee. 12/2017. 5 Hrs/Mo; All During Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-24
• S63 Uniform Securities Agent State Law Examination
  1999-07-27
• S65 Uniform Investment Adviser Law Examination
  1999-07-07

Designations

• Certified Financial Planner