James D. Stamper

FOURTHOUGHT FINANCIAL PARTNERS.

Venice, FL 34285

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CRD#: 5577725

Professional summary

James D Stamper JR, who also goes by James Stamper, is a registered financial advisor currently at FOURTHOUGHT FINANCIAL PARTNERS, LLC. located in Venice, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. James has worked at 3 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Stamper

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 D Stamper 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

November 14, 2022 - Present

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

Office #1: 310 W. Venice Avenue Suite 201, Venice, FL 34285

RIA

CRD#: 323060

Venice, FL

Past

March 3, 2022 - December 9, 2022

FOURTHOUGHT PRIVATE WEALTH

RIA

CRD#: 306017

VENICE, FL

Past

December 6, 2012 - January 25, 2022

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

FORT MYERS, FL

Past

August 21, 2008 - January 25, 2022

PRUCO SECURITIES, LLC.

CRD#: 5685

FORT MYERS, FL

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".

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

CRD#: 323060 / SEC#: 801-126759

RIA

Registered Investment Advisory firm - (10/21/2022 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

Florida
(12/6/2022)

IAR

Texas
(11/14/2022)

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

Series 63

Date: 10/30/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/20/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/20/2008

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 4/13/2012

Investment Company Products/Variable Contracts Principal Examination

Current Firm

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

CRD#: 323060 / SEC#: 801-126759

RIA

Registered Investment Advisory firm - (10/21/2022 Approved)

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Contact information

Main Address

310 W. Venice Avenue Suite 201, Venice, FL 34285

Mailing Address

Phone number

(941) 408-8557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOURTHOUGHT FINANCIAL PARTNERS ADV PART 2A BROCHURE 3 2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,882
AUM (Assets Under Management)	$ 1,589,562,254

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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Firm Stability Insights

James D. Stamper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James D Stamper JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOURTHOUGHT PRIVATE WEALTH

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/30/2012

Series 65

Date: 8/20/2012

SIE

Date: 10/1/2018

Series 6

Date: 8/20/2008

Series 26

Date: 4/13/2012

Current Firm

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOURTHOUGHT FINANCIAL PARTNERS, LLC.

TRUST BUT VERIFY

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