JAMES MORGAN SHAFFER is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with INTEGRATED WEALTH SOLUTIONS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRATED WEALTH SOLUTIONS, LLC | 2025-08-20 | present | Yes |
| TERRA WEALTH | 2022-09-09 | 2025-07-28 | — |
| PFS INVESTMENTS INC. | 2016-05-24 | 2022-09-13 | — |