James Sulester Jr
1900 Wealth · San Antonio, Texas
James Sulester Jr is a fee-only financial advisor at 1900 Wealth in San Antonio, Texas. 1900 Wealth reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | 1900 Wealth |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $3.07B across 1,067 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4739841 |
| Exams passed | Series 63 (2004) · Series 65 (2026) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.jeffersonbank.com |
How James's firm compares
- 1900 Wealth's average account is about $2.9 million, from its Form ADV (assets managed divided by 1,067 accounts).
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Questions about James
Is James Sulester Jr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and 1900 Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, 1900 Wealth, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is James Sulester Jr based?
James Sulester Jr is based in San Antonio, Texas.
Is James Sulester Jr registered with the SEC?
Yes. James Sulester Jr is registered as an investment adviser representative in TX (CRD 4739841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1900 Wealth manage?
1900 Wealth reports $3.07B across 1,067 accounts in assets under management.
How do I contact James Sulester Jr?
Through James's website, www.jeffersonbank.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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