James Alan Studer
Professional Summary
James Alan Studer is a registered financial advisor currently at DISCIPLINE WEALTH SOLUTIONS, INC. located in Lebanon, Ohio. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. James has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
AR 21 INVESTMENT ADVISORY SERVICE | WISER FINANCIAL COACHING, LLC | V8 WEALTH | V8 INVESTMENT ADVISORS | THE STAHLNECKER GROUP LLC | PETRY FINANCIAL SERVICES | LEFT SEAT ADVISORS | JOSYLN FINANCIAL SERIVICES | FOREVER YOUNG FINANCIAL | FINANCIAL WINGS, LLC | FIGTREE FINANCIAL SERVICES, LLC | DISCIPLINE WEALTH SOLUTIONS, INC. | CUCHETTI FINANCIAL PARTNERS LLC | BYRD ASSET MANAGEMENT, LLC
Contact Information
Main Address
15 Halton Green Way, Greenville, SC 29607Phone Number
(864) 322-6046# of Employees
18SEC notice filing (44 States and Territories)
Registered to provide investment advisory services in 44 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,900AUM (Assets Under Management)
$746,683,310Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AR 21 INVESTMENT ADVISORY SERVICE | WISER FINANCIAL COACHING, LLC | V8 WEALTH | V8 INVESTMENT ADVISORS | THE STAHLNECKER GROUP LLC | PETRY FINANCIAL SERVICES | LEFT SEAT ADVISORS | JOSYLN FINANCIAL SERIVICES | FOREVER YOUNG FINANCIAL | FINANCIAL WINGS, LLC | FIGTREE FINANCIAL SERVICES, LLC | DISCIPLINE WEALTH SOLUTIONS, INC. | CUCHETTI FINANCIAL PARTNERS LLC | BYRD ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(3/21/2024)
(3/18/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Alan Studer's CRS (Customer Relationship Summary).
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