JAMES WINFIELD LUMBERG is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with SOUTHCOL ADVISORS.
| Firm | From | To | Current |
|---|---|---|---|
| SOUTHCOL ADVISORS | 2020-06-10 | present | Yes |
| ENVESTNET ASSET MANAGEMENT, INC. | 2020-05-19 | 2020-05-28 | — |