Cetera Investment Advisers
43yrs
Top 1% by experience at Cetera Investment Advisers
33yrs
James Wright
Full name on record: James Joseph Wright
Financial advisor at Harvest Financial Partners
James Wright has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Paoli, Pennsylvania. After two years at Davidson Capital Management, James joined Harvest Financial Partners in 2008, a firm offering financial planning, investment management, and retirement plan consulting. James holds the CFA designation.
One of 32 advisors with offices in Paoli, and one of 30 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 12% by experience nationwide
Office159 Lancaster Avenue Suite Three, Paoli, PA 19301
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$949,271
Advisors at the firm2
States licensed ?1 state
Services through Harvest Financial Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2008 – nowHarvest Financial PartnersCurrent firm
- May 2006 – Jan 2008Davidson Capital ManagementPreviously
Contact James
(610) 240-4740Harvest Financial Partners main office 159 Lancaster Avenue Suite ThreePaoli, PA 19301Office · Get directions LinkedIn pageHarvest Financial Partners
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Harvest Financial Partners at (610) 240-4740 and ask for James Wright. James works from the Paoli, PA office.
How long has James been a financial advisor?
James has been in the industry since 1994, about 33 years. Top 12% by experience nationwide.
What licenses does James hold?
Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Harvest Financial Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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