JW
James Wagner Fields
CRD 2702347
Firms
| Firm | Role | As of |
|---|---|---|
| Klingenstein, Fields & Co., L.P. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Klingenstein, Fields & Co., L.P.
Limited Partner, Co Chief Executive Officer, President · 10% – 25% · Jul 2024
-
Kf Group, Lp
Executor · GP / trustee / elected manager · Mar 2024
-
Kf Group, Lp
Limited Partner, Co Chief Executive Officer And President · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗