JS
Jamie D. Sledge
SLEDGE AND COMPANY WEALTH ADVISORS
HIGH POINT, NC 27262
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CRD#: 4078983
JS
Professional summary
Jamie David Sledge, CFP® is a registered financial advisor currently at SLEDGE AND COMPANY WEALTH ADVISORS located in High Point, North Carolina and CAPITAL INVESTMENT GROUP, INC. located in High Point, North Carolina.
Jamie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jamie has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. SLEDGE AND COMPANY ,PLLC. CPA. CPA FIRM PROVIDING ACCOUNTING SERVICES. 115 W. STATE AVENUE, HIGH POINT, NC 27262. SPEND 160 HOURS/MON ON ACTIVITY, WITH >80% DURING TRADING HOURS. NON-INVESTMENT RELATED. STARTED 05/1992. 2. CAPITAL INVESTMENT GROUP, INC. REGISTERED REPRESENTATIVE. BROKER-DEALER. 115 W. STATE AVENUE, HIGH POINT, NC 27262. INVESTMENT-RELATED. STARTED 11/2000. 3. SLEDGE HOLDINGS, LLC., MANAGER. REAL ESTATE BUSINESS/COMMERCIAL OFFICE BUILDING RENTALS. 115 WEST STATE AVENUE, HIGH POINT, NC 27262. 1 HR/MONTH, <1 HR/MONTH DURING TRADING HRS. NON-INVESTMENT RELATED BUSINESS. STARTED 12/2012. 4. INSURANCE AGENT. AGENT PROVIDING INSURANCE SALES AND SERVICING. 115 W. STATE AVENUE, HIGH POINT, NC 27262. NON-INVESTMENT RELATED. STARTED 08/2000. 5. C&S TRUST. TRUSTEE FOR TRUST. 115 WEST STATE AVE, HIGH POINT, NC 27262. <1 HR/WK, <1 HR DURING NORMAL TRADING HRS.NON-INVESTMENT-RELATED. STARTED 09/2016. 6. ROBERT HEDGECOCK TRUST. TRUSTEE FOR TRUST. 115 WEST STATE AVENUE, HIGH POINT, NC 27262. 1 HR/WK, 1 HR DURING NORMAL TRADING HRS. INVESTMENT-RELATED. STARTED 10/2016. 7. IRIS HEDGECOCK CREDIT SHELTER TRUST. TRUSTEE FOR TRUST. 115 WEST AVENUE, HIGH POINT, NC 27262. 1 HR/WK, 1 HR DURING NORMAL TRADING HRS. INVESTMENT-RELATED. STARTED 08/2017. 8. JAMES & PHYLLIS MORGAN IRREVOCABLE LIFE INSURANCE TRUST. TRUSEE FOR TRUST. 115 WEST STATE AVENUE, HIGH POINT, NC 27262. NON-INVESTMENT RELATED. STARTED 08/2017. 9. IRIS I. HEDGECOCK REVOCABLE TRUST. TRUSTEE FOR TRUST. 115 W. STATE AVENUE, HIGH POINT, NC 27262. 1 HR/WK, 1 HR DURING NORMAL TRADING HRS. NON-INVESTMENT RELATED. STARTED 12/2020. 10. SUSAN E. WILSON CHARITABLE REMAINDER UNITRUST. TRUSTEE. 115 W. STATE AVENUE, HIGH POINT, NC 27262. 1 HR/WK, 1 HR DURING NORMAL TRADING HRS. NON-INVESTMENT RELATED. STARTED 11/2016. 11. SLEDGE AND COMPANY WEALTH ADVISORS, LLC. OWNER OF REGISTERED INVESTMENT ADVISOR. 115 W. STATE AVENUE, HIGH POINT, NC 27262. 30 HR/WK, 30 HR DURING NORMAL TRADING HRS. INVESTMENT RELATED. STARTED 5/2025.
CRS (Client Relationship Summary) - RIA
Click below to view Jamie David Sledge'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®
CFP®
Start date: 1998
Experience
Current
May 23, 2025 - Present
SLEDGE AND COMPANY WEALTH ADVISORS
Office #1: 115 W. State Avenue, High Point, NC 27262RIA
CRD#: 336314
HIGH POINT, NC
Current
November 15, 2000 - Present
CAPITAL INVESTMENT GROUP, INC.
Office #1: 115 West State Street, High Point, NC 27262BD
CRD#: 14752
High Point, NC
Past
May 6, 2011 - July 16, 2025
THE WEALTH GROUP, LTD
RIA
CRD#: 154106
HIGH POINT, NC
Past
April 1, 2009 - May 2, 2011
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 149124
RALEIGH, NC
Past
April 25, 2006 - May 2, 2011
CIC ADVISERS, LLC
RIA
CRD#: 130735
HIGH POINT, NC
Past
January 5, 2000 - November 9, 2000
TRUSTED SECURITIES ADVISORS CORP.
BD
CRD#: 24049
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".
SA
SLEDGE AND COMPANY WEALTH ADVISORS
SLEDGE AND COMPANY WEALTH ADVISORS | SLEDGE AND COMPANY WEALTH ADVISORS, LLC
CRD#: 336314 / SEC#: 801-132809
RIA
Registered Investment Advisory firm - (5/19/2025 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(1/18/2006)
RR
Maryland(6/3/2008)
RR
North Carolina(11/15/2000)
IAR
North Carolina(5/23/2025)
RR
Pennsylvania(8/28/2014)
RR
South Carolina(4/7/2006)
RR
Virginia(12/15/2010)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SLEDGE AND COMPANY WEALTH ADVISORS
SLEDGE AND COMPANY WEALTH ADVISORS | SLEDGE AND COMPANY WEALTH ADVISORS, LLC
CRD#: 336314 / SEC#: 801-132809
RIA
Registered Investment Advisory firm - (5/19/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
115 W. State Avenue, High Point, NC 27262
Mailing Address
Phone number
(336) 889-3013
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 393 |
| AUM (Assets Under Management) | $ 163,844,744 |
Red Flags
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Company Information
SLEDGE AND COMPANY WEALTH ADVISORS
CRD#: 336314High Point, NC 27262TRUST BUT VERIFY
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