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James Wayne Fox

Impact Partnership Wealth, LLC

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About James Wayne Fox

James Wayne Fox is an investment advisor representative at Impact Partnership Wealth, LLC. James has been in the industry since 1998. James has a Series 63, Series 65, and SIE license. James holds a current registration in Florida as an Investment Advisor Representative. James is a financial planner specializing in working with high-net-worth individuals and families. James can also provide financial planning services to corporations and other businesses. James's previous experience includes positions with World Equity Group, Inc. and Taylor Capital Management, Inc.

Firm Information

James Fox is currently registered with Impact Partnership Wealth, LLC. Impact Partnership Wealth, LLC is a financial advisory firm headquartered in Marietta, Georgia. The firm offers financial planning, portfolio management for individuals and investment companies, and educational seminars. Impact Partnership Wealth manages approximately $751.6 million in assets for 7,527 clients.
Impact Partnership Wealth, LLC

1688 WHITE CIRCLE NW

MARIETTA, GA 30066

$751.62M

Assets Under Management

Not reported

Total Clients

58

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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James Fox’s Registration & Firm History

FL

04/26/2023 - Present

Impact Partnership Wealth, LLC (MELBOURNE FL)

FL

06/25/2019 - 06/22/2023

WORLD EQUITY GROUP, INC. (Melbourne FL)

FL

03/19/2012 - 07/29/2019

TAYLOR CAPITAL MANAGEMENT INC. (MELBOURNE FL)

GA

08/18/1999 - 06/19/2008

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/06/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Wayne Fox.
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