Investment adviser representative · Midwest Asset Management, Inc.
James W. Byrd
CRD 819244 · Middleton, WI
At a glance
James W. Byrd is an investment adviser representative with Midwest Asset Management, Inc. in Middleton, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 1987, about 39 years ago.
Current advisory firm
- Midwest Asset Management, Inc.Since June 1987Middleton, WI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1987 (39 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.