James B. Blackwelder

ANCHOR INVESTMENT MANAGEMENT

Columbia, SC 29205

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CRD#: 3199096

Professional summary

James Brian Blackwelder, CFP®, who also goes by James B Blackwelder, is a registered financial advisor currently at ANCHOR INVESTMENT MANAGEMENT located in Columbia, South Carolina.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. James has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James B Blackwelder

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.

Brian has been a licensed insurance agent in the state of South Carolina since 2022. He spends approximately 5 hours per month during trading hours on insurance activities. To protect client interests, Anchor Investment's policy is to disclose all forms of compensation before any such transaction is executed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Brian Blackwelder's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

July 23, 2021 - Present

ANCHOR INVESTMENT MANAGEMENT

Office #1: 3205 Devine Street, Columbia, SC 29205

RIA

CRD#: 135296

Columbia, SC

Past

March 23, 1999 - February 9, 2000

WACHOVIA BROKERAGE SERVICE

CRD#: 17503

WINSTON SALEM, NC

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".

ANCHOR INVESTMENT MANAGEMENT

ANCHOR INVESTMENT MANAGEMENT | ANCHOR INVESTMENT MANAGEMENT, LLC

CRD#: 135296 / SEC#: 801-64338

RIA

Registered Investment Advisory firm - (5/23/2005 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

South Carolina
(7/23/2021)

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

IAR

Series 65

Date: 7/20/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/22/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ANCHOR INVESTMENT MANAGEMENT

ANCHOR INVESTMENT MANAGEMENT | ANCHOR INVESTMENT MANAGEMENT, LLC

CRD#: 135296 / SEC#: 801-64338

RIA

Registered Investment Advisory firm - (5/23/2005 Approved)

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Contact information

Main Address

3205 Devine Street, Columbia, SC 29205

Mailing Address

Phone number

(803) 790-6654

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANCHOR INVESTMENT MANAGEMENT BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,043
AUM (Assets Under Management)	$ 1,358,433,102

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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James B. Blackwelder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Brian Blackwelder's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANCHOR INVESTMENT MANAGEMENT

WACHOVIA BROKERAGE SERVICE

Primary Firm SEC Registration

ANCHOR INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2021

Series 63

Date: 3/30/1999

Series 6

Date: 3/22/1999

Current Firm

ANCHOR INVESTMENT MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANCHOR INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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