James
Wesolowski

Archer Investment Corporation

CRD#5381714
Investment Advisor
in Cape Coral, FL

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About this Advisor

James Wesolowski is a financial advisor based in Cape Coral, Florida, working with Archer Investment Corporation. James has previously held positions at James M. Wesolowski, Cpa, P.A, H.D. Vest Advisory Services, H.D. Vest Investment Services, J Wesolowski Financial LLC, and Archer Investment Corporation. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, James is part of Archer Investment Corporation, which operates out of Cape Coral, Florida. The firm has 84 offices and 82 employees. The firm manages assets totaling $749.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Archer Investment Corporation includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Personal Financial Specialist

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

2503 Del Prado Blvd South Suite 500
Cape Coral, FL 33904-5709

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$749,207,372

FL Average: $1,347,246,178
Total Number of Employees

82

FL Average: 46
Total Number of Accounts

3,810

FL Average: 1,775
Average Account Size

$196,642

FL Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

James Wesolowski Work History

2018 - Present (6 years)

Archer Investment Corporation

2008 - Present (16 years)

J Wesolowski Financial LLC

2000 - Present (24 years)

James M. Wesolowski, Cpa, P.A

2008 - 2018 (10 years)

H.D. Vest Investment Services

2007 - 2018 (11 years)

H.D. Vest Advisory Services

Disclosures

Please visit the SEC profile of James Wesolowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Archer Investment Corporation

Ricky Melton
Murray, KY
Andrew Hart
Tallassee, AL
Adam Oates
Greensboro, NC
Slade Buell
Burleson, TX
Ronald Odom
Tempe, AZ
Kurtis Ternet
Carmel, IN
Gabriel Cena
Woodland Hills, CA
Elizabeth Newton
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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