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JS

James M. Sulester Jr

1900 WEALTH
San Antonio, TX 78215
Some features on this profile are disabled
CRD#: 4739841
JS

Professional summary

James Michael Sulester Jr is a registered financial advisor currently at 1900 WEALTH located in San Antonio, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. James has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Sulester Jr'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®
None

Experience

Current

May 5, 2026 - Present

1900 WEALTH

Office #1: 1900 Broadway Suite 900, San Antonio, TX 78215
RIA
CRD#: 175346
San Antonio, TX
Past

February 1, 2016 - September 14, 2016

M. E. ALLISON & CO., INC.

BD
CRD#: 1047
SAN ANTONIO, TX
Past

June 17, 2013 - December 4, 2015

BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

BD
CRD#: 124902
SAN ANTONIO, TX
Past

September 30, 2008 - June 17, 2013

WESTLAKE SECURITIES

BD
CRD#: 127112
AUSTIN, TX
Past

January 21, 2004 - September 24, 2008

TEJAS SECURITIES GROUP, INC.

BD
CRD#: 36705
AUSTIN, TX

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".
1W
1900 WEALTH
1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA
Registered Investment Advisory firm - (9/2/2015 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
(5/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/24/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/9/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/14/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 12/20/2005
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 1/20/2004
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/5/2008
General Securities Principal Examination

Current Firm

1W
1900 WEALTH
1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA
Registered Investment Advisory firm - (9/2/2015 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1900 Broadway Suite 900, San Antonio, TX 78215
Mailing Address
Phone number
(210) 736-7770
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 MARCH 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts911
AUM (Assets Under Management)$ 2,268,162,325

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/05/2025
Cover Page
Report
10/04/2024
Cover Page
Report
10/13/2023
Cover Page
Report

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

1900 WEALTH

CRD#: 175346San Antonio, TX 78215

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