JS
James Sheldon Lineweaver
CRD 2167805
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Lineweaver Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Lineweaver Wealth Advisors, Llc
Manager, Chief Compliance Officer, President And Ceo · 75% or more · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗