James Patrick Kniffen

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

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

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 → 09/2016
  Time Life And Money, Llc
  Raleigh, NC
• 07/2017 → 05/2019
  Townsend Asset Management Corp
  Raleigh, NC
• 09/2017 → 05/2019
  Kniffen Consulting, Llc
  Raleigh, NC
• 05/2019 → 12/2023
  James P. Kniffen Portfolio Management, Llc
  Vero Beach, FL
• 01/2016 → 07/2017
  Townsend Asset Management Corp.
  Raleigh, NC
• 11/2023 → Present
  Wealthcare Advisory Partners D/B/A Kniffen Wealthcare
  Vero Beach, FL
• 12/2025 → Present
  Compounding Wealth Systems, Llc
  Overland Park, KS

Previous Registrations

• 2019-05-07 → 2023-12-20
  James P. Kniffen Portfolio Management, Llc
  Vero Beach, FL
• 2017-07-26 → 2019-05-15
  Townsend Asset Management Corp.
  Raleigh, NC
  Raleigh, NC
• 2013-04-24 → 2016-10-07
  Time, Life And Money, Llc
  Raleigh, NC
  Cary, NC
• 2002-04-22 → 2010-10-25
  Lpl Financial Llc
  Cary, NC

Other Businesses

1. Compounding Wealth Systems, LLC; Investment-related; 8655 College Blvd, Overland Park, KS 66210; financial, tax estate, consulting, education, publishing; managing member; 12/27/25; approximatley 40 hours per month. 2. Kniffen Wealthcare; Investment-Related; same as reported business location(s); dba for business conducted through Wealthcare Advisory Partners; Senior Wealth Advisor; 4/24/26; 160 hours per month; investment advisor business under a dba name with Wealthcare Advisory Partners

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-03-06
• S63 Uniform Securities Agent State Law Examination
  1986-12-31

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jim Kniffen