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JS

James W. Sewell

GREEN VISTA ASSET MANAGEMENT
Niceville, FL 32578
Some features on this profile are disabled
CRD#: 4683331
JS

Professional summary

James William Sewell JR., who also goes by James William Sewell, Jim Sewell, is a registered financial advisor currently at GREEN VISTA ASSET MANAGEMENT LLC located in Niceville, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. James has worked at 4 firms and has passed the Series 66, Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

James William Sewell | Jim Sewell

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 William Sewell JR.'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

January 21, 2022 - Present

GREEN VISTA ASSET MANAGEMENT LLC

Office #1: 1813 John Sims Parkway Suite 3, Niceville, FL 32578
RIA
CRD#: 296855
Niceville, FL
Past

November 19, 2021 - August 1, 2024

GREEN VISTA CAPITAL, LLC

BD
CRD#: 293630
NICEVILLE, FL
Past

July 3, 2006 - November 9, 2021

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
Ft. Walton Beach, FL
Past

May 4, 2006 - November 9, 2021

G. A. REPPLE & COMPANY

BD
CRD#: 17486
Ft. Walton Beach, FL
Past

June 8, 2004 - May 4, 2006

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
DESTIN, FL

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
Florida
(1/21/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/19/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/7/2004
General Securities Representative Examination

Current Firm

GV
GREEN VISTA ASSET MANAGEMENT LLC
GREEN VISTA ASSET MANAGEMENT LLC

CRD#: 296855 / SEC#: 801-113691

RIA
Registered Investment Advisory firm - (5/9/2019 Terminated)
California
Registered Investment Advisory firm - (9/11/2023 Approved)
Florida
Registered Investment Advisory firm - (4/3/2019 Approved)
Indiana
Registered Investment Advisory firm - (4/2/2025 Approved)
Louisiana
Registered Investment Advisory firm - (6/12/2023 Approved)
Ohio
Registered Investment Advisory firm - (8/27/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - (5/8/2019 Approved)
Texas
Registered Investment Advisory firm - (4/19/2021 Conditional Restricted)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
222 N. Park Avenue, Winter Park, FL 32789
Mailing Address
Phone number
(407) 878-1215
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts75
AUM (Assets Under Management)$ 16,206,841

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.

Company Information

GREEN VISTA ASSET MANAGEMENT LLC

CRD#: 296855Niceville, FL 32578

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