Jamie Sledge has been Managing Member/CCO of Sledge and Company Wealth Advisors since June 2025, is a control person of the firm and directly owns 75% or more of it. Jamie Sledge holds a Degree in Accounting from UNC Charlotte.
Sledge and Company Wealth Advisors, LLC is a High Point, NC firm with $183M under management, 200 clients and 4 advisers in one office, as of its April 2026 filing.
Jamie Sledge is Senior Partner of Sledge and Company Wealth Advisors. Sledge joined Sledge and Company, PLLC in 1992 as a staff accountant after graduating with a degree in accounting, and later focused on personalized financial services.
Jamie Sledge’s longest registration was 14 years at The Wealth Group, LTD (2011–2025). Before joining Sledge and Company Wealth Advisors in 2025, Jamie Sledge was registered through The Wealth Group, LTD and Capital Investment Advisory Services, LLC.
- – present · 1 yearHigh Point, NC · Adviser representative · Firm CRD 336314
- The Wealth Group, LTD– · 14 yearsHigh Point, NC · Adviser representative · Firm CRD 154106
- Capital Investment Advisory Services, LLC– · 2 yearsRaleigh, NC · Adviser representative · Firm CRD 149124
- Cic Advisers, LLC– · 5 yearsHigh Point, NC · Adviser representative · Firm CRD 130735
Professional designations
Listed by Sledge and Company Wealth Advisors
- CPA
- CFP®
- PFS
Investment adviser representative registrations
Jamie Sledge is registered as an investment adviser representative in North Carolina, since May 2025.
- North CarolinaSince 23 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 11 January 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 January 2000 |
| Series 66 | Uniform Combined State Law Examination | 20 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Jamie David Sledge
- CRD
- 4078983
- Firm
- Sledge and Company Wealth Advisors · CRD 336314
- Role
- Managing Member/CCO
- Office
- 115 W. STATE AVENUE, High Point, NC 27262
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sledgeandcompany.com
Where does Jamie Sledge work?
Jamie Sledge has been Managing Member/CCO of Sledge and Company Wealth Advisors, LLC since June 2025, and is a control person of the firm.
Is Jamie Sledge a financial advisor?
Yes. Jamie Sledge has a current investment-adviser registration in North Carolina, through Sledge and Company Wealth Advisors since May 2025.
How many years of experience does Jamie Sledge have?
Jamie Sledge has 26 years in the financial industry, since January 2000, across 4 adviser firms.
What exams has Jamie Sledge passed?
Jamie Sledge has passed 3 licensing exams: the Series 66, Series 6 and Series 7. The earliest, the Series 66, was passed in December 1999. FINRA credited Jamie Sledge with the SIE, which began in October 2018.
Where did Jamie Sledge work before Sledge and Company Wealth Advisors?
Before Sledge and Company Wealth Advisors, Jamie Sledge was registered through Capital Investment Advisory Services, LLC, April 2009 to May 2011; Cic Advisers, LLC, April 2006 to May 2011.
Where is Jamie Sledge based?
Jamie Sledge’s registered office is in High Point, NC.
Is Jamie Sledge registered with FINRA?
Yes. Jamie Sledge has a current broker registration, under CRD 4078983.
Source: FINRA BrokerCheck
Is Jamie Sledge a CFP?
Sledge and Company Wealth Advisors lists Jamie Sledge with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jamie Sledge’s record?
Search CRD 4078983 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jamie Sledge’s full registration record.