Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
2yrs
James Wise
Financial advisor at &partners
Based in Washington, District of Columbia, James Wise is a fiduciary financial advisor with 2 years of industry experience. James joined &partners in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and subscription fees.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office1740 N Street, NW, Washington, DC 20036
Firm&partners
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$384,909
Advisors at the firm545
States licensed ?1 state
Services through &partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – now&partnersCurrent firm
Contact James
(615) 255-6431Firm headquarters in Nashville, TN. Ask for James. 1740 N Street, NWWashington, DC 20036Office · Get directions LinkedIn page&partners
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Questions to ask James
Tailored to James’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About James
How do I contact James?
Call &partners at (615) 255-6431 and ask for James Wise. James works from the Washington, DC office.
How long has James been a financial advisor?
James has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does James hold?
Series 66. 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?
&partners reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other 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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