James Weber
Advisor at Primerica Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Primerica Advisors
Location
Freedom, WI
Credentials
Series 63, Series 65
Industry experience
39 years
Client services
Portfolio management
Fee options
$0 - $250,000: 2.24% annual wrap fee (total); 1.25% advisory fee; 0.49% program fee $250,000.01 - $500,000: 2.21% annual wrap fee (total); 1.25% advisory fee; 0.46% program fee $500,000.01 - $1,000,000: 2.02% annual wrap fee (total); 1.10% advisory fee; 0.42% program fee $1,000,000.01 - $3,000,000: 1.88% annual wrap fee (total); 1.00% advisory fee; 0.38% program fee $3,000,000.01 - $5,000,000: 1.70% annual wrap fee (total); 0.85% advisory fee; 0.35% program fee $5,000,000.01 - $10,000,000: 1.55% annual wrap fee (total); 0.80% advisory fee; 0.25% program fee $10,000,000.01 - $15,000,000: 1.45% annual wrap fee (total); 0.75% advisory fee; 0.20% program fee $15,000,000.01 - $25,000,000: 1.20% annual wrap fee (total); 0.55% advisory fee; 0.15% program fee $25,000,000.01+: 1.10% annual wrap fee (total); 0.50% advisory fee; 0.10% program fee
Work history
Pfs Investments Inc.
1986 - Present (40 years)
Primerica Financial services
1986 - Present (40 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Sarah P
CFP®
Appleton, WI
Valkyrie Financial
"Wealth is the ability to truly experience life." -- Henry David Thoreau Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard. If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together. In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece! Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/
Mark Z
Series 66
Green Bay, WI
Edward Jones
Corey W
Series 66
Greenville, WI
Edward Jones
Bradley B
CFP®, Series 63
Greenville, WI
Edward Jones
Samuel W
Series 66
De Pere, WI
Fidelity
Sam Wisneski is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and began his career there as a Financial Representative in 2023. In his current role, Sam and his team focus on understanding clients' priorities to provide tailored financial support, including creating financial roadmaps and offering perspectives on existing strategies. Outside of his professional responsibilities, Sam enjoys playing golf and pickleball. He also spends time visiting family in Green Bay.
Brian A
Series 63
Menasha, WI
Edward Jones
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