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JE

Jamie M. Esler

SPARTA WEALTH PARTNERS
CHARLOTTE, NC 28211
CRD#: 6259939
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JE
Jamie Myers EslerSPARTA WEALTH PARTNERS

Professional summary

Jamie Myers Esler, CFP®, who also goes by Jamie M Esler, Jamie Myers Esler, is a registered financial advisor currently at SPARTA WEALTH PARTNERS located in Charlotte, North Carolina.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jamie has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jamie M Esler | Jamie Myers Esler

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 Jamie Myers Esler'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®
CFP®

Certified Financial Planner

Experience

Current

June 17, 2026 - Present

SPARTA WEALTH PARTNERS

Office #1: 4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211
RIA
CRD#: 318036
CHARLOTTE, NC
Past

March 23, 2018 - May 27, 2026

CAPITAL MANAGEMENT GROUP

RIA
CRD#: 292838
FORT LAUDERDALE, FL
Past

September 26, 2016 - October 23, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN DIEGO, CA
Past

September 20, 2016 - October 23, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN DIEGO, CA
Past

January 22, 2014 - August 31, 2016

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SAN DIEGO, CA

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".
SW
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS | TOTAL SOLUTIONS ENTERPRISE LLC | TOTAL SOLUTIONS ENTERPRISE

CRD#: 318036 / SEC#: 801-123050

RIA
Registered Investment Advisory firm - (1/20/2022 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
California
(6/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/23/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/11/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/23/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/22/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SW
SPARTA WEALTH PARTNERS
SPARTA WEALTH PARTNERS | TOTAL SOLUTIONS ENTERPRISE LLC | TOTAL SOLUTIONS ENTERPRISE

CRD#: 318036 / SEC#: 801-123050

RIA
Registered Investment Advisory firm - (1/20/2022 Approved)
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Contact information

Main Address
4500 Cameron Valley Parkway Suite 130, Charlotte, NC 28211
Mailing Address
Phone number
(704) 575-1148
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/28/2025)

Regulatory assets under management

Total Number of Accounts564
AUM (Assets Under Management)$ 265,387,750

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

SPARTA WEALTH PARTNERS

CRD#: 318036Charlotte, NC 28211

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