James Wright has been Managing Member of Harvest Financial Partners since March 2008, is a control person of the firm and directly owns between 50% and 75% of it. James Wright holds a Bachelor of Arts from Vassar College and an MBA from Amos Tuck School, Dartmouth College.
Harvest Financial Partners, LLC is a Paoli, PA firm with $149M under management, 147 clients and 2 advisers in one office, as of its August 2026 filing.
Jim Wright is Chief Investment Officer of Harvest Financial Partners. He has worked with individual and institutional clients as an investment manager and analyst since the 1980s. Before forming Harvest Financial Partners with John Fattibene, he worked at Davidson Trust Company, Delaware Investments and PNC Bank, and he also spent four years working for a trust company in Portland, Maine.
James Wright’s longest registration is the current one, 18 years at Harvest Financial Partners since 2008. Before joining Harvest Financial Partners in 2008, James Wright was registered through Davidson Capital Management.
- Harvest Financial PartnersCurrent– present · 18 yearsPaoli, PA · Adviser representative · Firm CRD 146162
- Davidson Capital Management– · 1 yearDevon, PA · Adviser representative · Firm CRD 106271
Professional designations
Listed by Harvest Financial Partners
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
James Wright is registered as an investment adviser representative in Pennsylvania, since March 2008.
- PennsylvaniaSince 26 March 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 2 | Non-Member General Securities Examination | 13 June 1994 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 March 1994 |
- Name
- Non-Member General Securities Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Joseph Wright
- CRD
- 2470758
- Firm
- Harvest Financial Partners · CRD 146162
- Role
- Managing Member
- Office
- 159 LANCASTER AVENUE, SUITE THREE, Paoli, PA 19301-1782
- Registration
- Investment adviser registration
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- harvestfinancialpartners.com
Where does James Wright work?
James Wright has been Managing Member of Harvest Financial Partners, LLC since March 2008, and is a control person of the firm.
Is James Wright a financial advisor?
Yes. James Wright has a current investment-adviser registration in Pennsylvania, through Harvest Financial Partners since March 2008.
How many years of experience does James Wright have?
James Wright has 20 years in the financial industry, since June 2006, across 2 adviser firms.
What exams has James Wright passed?
James Wright has passed 2 licensing exams: the Series 65 and Series 2. The earliest, the Series 65, was passed in March 1994.
Where did James Wright work before Harvest Financial Partners?
Before Harvest Financial Partners, James Wright was registered through Davidson Capital Management, May 2006 to January 2008.
Where is James Wright based?
James Wright’s registered office is in Paoli, PA.
Is James Wright registered with FINRA?
No. James Wright has no current broker registration.
Is James Wright a CFA charterholder?
Harvest Financial Partners lists James Wright with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify James Wright’s record?
Search CRD 2470758 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Wright’s full registration record.