The Pathfinder Group of Wedbush Securities is an investment advisory team of trusted wealth advisors dedicated to providing holistic, goals-based wealth management solutions to a select group of affluent families, entrepreneurs, executives, and institutions. Pathfinder holds the skills and extensive experience to provide comprehensive advice, independent thinking, and innovative solutions to help clients preserve, manage and grow their wealth for generations to come.

James has more than 21 years of experience in wealth management. He has worked alongside Rick Blosser for more than 20 of those years, dating back to their days at Morgan Stanley, though most recently at Wells Fargo. At James’ core is his extensive background in investing and portfolio analysis and management, which complements the Pathfinder mission and practice of client-centric wealth management advise.

James lives in West Virginia with his wife Maggie and their three boys. He enjoys wake surfing, spending time with his family on the nearby lake, and the winter sports of snowboarding and skiing.

APPROACH

• Legacy and Philanthropic Planning
• Family Governance
• Family Enterprise Planning
• Wealth Transfer Planning
• Hedge and Liquidity Management
• Alternative Investment Strategies

RECOGNITION / MEMBERSHIPS

• University of Oregon Alumni Association