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RIA / WealthAdvisor11 years in industry

Jimmy Fish

Advisor at WEALTHCARE ADVISORY PARTNERS LLC

HERMOSA BEACH, CA | WEST CHESTER, PA

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Search this name across graphsid dfx:ria:2be2d1b1-0abf-59de-b3a8-53feeca5ddbb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 2, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHCARE ADVISORY PARTNERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 17, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 17, 2014
First registration: Jan 2, 2015
Dual registered: no
Other names: Jimmy Fish|Jim Fish
IAPD individual key: 6374704

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHCARE ADVISORY PARTNERS LLC	Bd affiliated wealth	Aug 7, 2026	n/a	yes	HERMOSA BEACH, CA\|WEST CHESTER, PA	Current employment
AEGIS WEALTH MANAGEMENT, INC.	Independent wealth	Jun 7, 2021	Aug 7, 2026	no	GUTHRIE CENTER, IA\|Hermosa Beach, CA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jun 15, 2020	Jun 14, 2021	no	GLENDALE, CA	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jan 16, 2020	Apr 18, 2020	no	EL SEGUNDO, CA	Previous registration
PEAK AMERICAN INVESTMENT ADVISORS, INC.	Independent wealth	Jan 9, 2019	Jan 14, 2020	no	Hermosa Beach, CA\|PLANO, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 18, 2017	Sep 20, 2018	no	POMONA, CA\|POMONA, CA\|CLAREMONT, CA\|CLAREMONT, CA\|MONTCLAIR, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 24, 2015	Sep 13, 2017	no	RIVERSIDE, CA\|ALTA LOMA, CA\|UPLAND, CA	Previous registration
EDWARD JONES	National bd RIA	Jan 2, 2015	Aug 13, 2015	no	ST LOUIS, MO\|ALTA LOMA, CA\|ALTA LOMA, CA\|CHINO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AEGIS WEALTH MANAGEMENT, INC.	WEALTHCARE ADVISORY PARTNERS LLC	Aug 7, 2026	Aug 7, 2026	0	Firm change	RIA to ibd
EAGLE STRATEGIES LLC	AEGIS WEALTH MANAGEMENT, INC.	Jun 14, 2021	Jun 7, 2021	-7	Firm change	Ibd to RIA
PRUCO SECURITIES, LLC	EAGLE STRATEGIES LLC	Apr 18, 2020	Jun 15, 2020	58	Firm change	Ibd to ibd
PEAK AMERICAN INVESTMENT ADVISORS, INC.	PRUCO SECURITIES, LLC	Jan 14, 2020	Jan 16, 2020	2	Firm change	RIA to ibd
J.P. MORGAN SECURITIES LLC	PEAK AMERICAN INVESTMENT ADVISORS, INC.	Sep 20, 2018	Jan 9, 2019	111	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Sep 13, 2017	Sep 18, 2017	5	Firm change	Wirehouse to wirehouse
EDWARD JONES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Aug 13, 2015	Aug 24, 2015	11	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:79:CA:2017-08-25	Sep 13, 2017	Sep 18, 2017	UPLAND, CA	Firm change

Relationships

Registered with (8)

→ WEALTHCARE ADVISORY PARTNERS LLCRegistered adviserregistration: current employment
Aug 7, 2026 to presentfactForm ADV
→ AEGIS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 7, 2021 to Aug 7, 2026factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Jun 15, 2020 to Jun 14, 2021factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 16, 2020 to Apr 18, 2020factForm ADV
→ PEAK AMERICAN INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jan 9, 2019 to Jan 14, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 18, 2017 to Sep 20, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 24, 2015 to Sep 13, 2017factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 2, 2015 to Aug 13, 2015factForm ADV

Dated events

Occurred
Aug 7, 2026
Advisor changed firm
Jimmy Fish left Aegis Wealth Management, Inc. for Wealthcare Advisory Partners Llc (registered 2026-08-07)
Form ADVobserved 4 days ago