James
Wesolowski
Archer Investment Corporation
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About this Advisor
James Wesolowski is a personal financial specialist operating in Cape Coral, Florida, with a total of 5 years of industry experience. Wesolowski currently works for Archer Investment Corporation. Wesolowski has gained experience 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. Wesolowski holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Archer Investment Corporation is a business based out of Carmel, IN. The company has offices in 84 locations and a total of 87 financial advisors. It handles $603 million in assets under management across its 3,815 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 3,815 accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Archer Investment Corporation has a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Fees for financial management typically depend on which services the firm provides the client. Fee types charged by Archer Investment Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archer Investment Corporation Brokerage Details
$602,923,205
87
3,815
$158,040
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
James has been registered as a financial advisor for 5 years.*
Archer Investment Corporation
J Wesolowski Financial LLC
James M. Wesolowski, Cpa, P.A
H.D. Vest Investment Services
H.D. Vest Advisory Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Carmel, IN
Barrington, IL
Rosemead, CA
Carmel, IN
Woodland Hills, CA
Carmel, IN
Altamonte Springs, FL
Carmel, IN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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