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James Houghton Wildman

Praxess Advisors, LLC

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About James Houghton Wildman

James Wildman is an investment advisor representative who is currently registered with Praxess Advisors, LLC. James has been in the industry since September 17, 2000. James has been registered with the firm since January 2, 2024. Before joining Praxess Advisors, LLC, James worked at William Blair and Bear, Stearns & Co. Inc. James has passed the Series 7, 24, 63, 65, 79TO, 99TO and SIE exams. James holds a current registration in Tennessee and is also registered in Indiana, Massachusetts, New Hampshire, Puerto Rico, and South Dakota.

Firm Information

James Wildman is currently registered with Praxess Advisors, LLC. Praxess Advisors, LLC is an investment advisor that provides portfolio management for pooled investment vehicles. They have one registered representative and one investment adviser representative.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Wildman’s Registration & Firm History

TN

01/02/2024 - Present

Praxess Advisors, LLC (NASHVILLE TN)

IL

05/19/2004 - 12/31/2023

WILLIAM BLAIR (CHICAGO IL)

NY

08/25/2003 - 05/03/2004

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

09/29/1998 - 09/19/2001

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/30/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/26/2024

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Houghton Wildman.
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