JAMES PATRICK WILLERS is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with NEWEDGE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEWEDGE ADVISORS, LLC | 2025-02-12 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2013-11-14 | 2025-02-11 | — |
| EQUITABLE ADVISORS, LLC | 2011-06-06 | 2013-11-13 | — |