James A. Wylie

INTECH

Washington, DC

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CRD#: 2181468

Professional summary

James Andrew Wylie, who also goes by J Wylie, Jim Wylie, is a registered financial advisor currently at INTECH located in Washington, District Of Columbia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. James has worked at 11 firms and has passed the Series 63, Series 72, SIE, Series 7, Series 3 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J Wylie | Jim Wylie

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Andrew Wylie's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 12, 2025 - Present

INTECH

RIA

CRD#: 119232

Washington, DC

Past

April 5, 2022 - October 26, 2023

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

August 26, 2020 - December 23, 2021

SPOUTING ROCK CAPITAL ADVISORS, LLC

CRD#: 143180

BRYN MAWR, PA

Past

January 5, 2016 - April 3, 2019

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

NEW YORK, NY

Past

March 14, 2014 - August 24, 2015

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Past

November 4, 2010 - November 20, 2013

FORESIDE FUND SERVICES, LLC

CRD#: 46106

BERWYN, PA

Past

June 28, 2004 - June 9, 2010

FORESIDE FUND SERVICES, LLC

CRD#: 46106

BOSTON, MA

Past

January 21, 2003 - June 24, 2004

FUNDS DISTRIBUTOR, LLC

CRD#: 7174

PORTLAND, ME

Past

May 16, 2000 - August 20, 2002

OLD MUTUAL INVESTMENT PARTNERS

CRD#: 44916

BOSTON, MA

Past

May 12, 1998 - February 28, 2000

BLACKSTONE SECURITIES PARTNERS L.P.

CRD#: 17917

NEW YORK, NY

Past

January 2, 1996 - December 15, 1997

BLACKROCK EXECUTION SERVICES

CRD#: 39438

NEW YORK, NY

Past

February 4, 1994 - January 2, 1996

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Past

October 29, 1991 - March 2, 1994

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTECH

ENHANCED INVESTMENT TECHNOLOGIES LLC | INTECH LLC | INTECH INVESTMENT MANAGEMENT LLC | INTECH

CRD#: 119232 / SEC#: 801-60987

RIA

Registered Investment Advisory firm - (2/28/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/1/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 72

Date: 1/2/2023

Government Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/28/1991

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 10/18/1991

National Commodity Futures Examination

Principal/Supervisory Exam

Series 26

Date: 7/6/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

INTECH

ENHANCED INVESTMENT TECHNOLOGIES LLC | INTECH LLC | INTECH INVESTMENT MANAGEMENT LLC | INTECH

CRD#: 119232 / SEC#: 801-60987

RIA

Registered Investment Advisory firm - (2/28/2002 Approved)

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Contact information

Main Address

250 S. Australian Ave Suite 1700, West Palm Beach, FL 33401

Mailing Address

Phone number

(561) 775-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

20250318 INTECH FORM ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 13,373,126,148

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

James A. Wylie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Andrew Wylie's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

SPOUTING ROCK CAPITAL ADVISORS, LLC

NYLIFE DISTRIBUTORS LLC

BNY MELLON SECURITIES CORPORATION

FORESIDE FUND SERVICES, LLC

FORESIDE FUND SERVICES, LLC

FUNDS DISTRIBUTOR, LLC

OLD MUTUAL INVESTMENT PARTNERS

BLACKSTONE SECURITIES PARTNERS L.P.

BLACKROCK EXECUTION SERVICES

WELLS FARGO SECURITIES INC.

SALOMON BROTHERS INC.

Primary Firm SEC Registration

INTECH

State Registrations and Notice Filings

Exams

Series 63

Date: 11/1/1991

Series 72

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/28/1991

Series 3

Date: 10/18/1991

Series 26

Date: 7/6/2001

Current Firm

INTECH

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTECH

TRUST BUT VERIFY

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