WealthX Advisors

Douglas Brown is a financial advisor at WealthX Advisors with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Northern Trust, Money Concepts Capital Corp, and WT Wealth Management, LLC. Outside of his advisory role, he is an ambassador for Optio Oracle Nodes, a blockchain technology company, and a sales consultant for a junk removal business. WealthX Advisors is a state-registered investment advisory firm serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a diverse investment approach that includes technical and fundamental analysis, modern portfolio theory, and both long- and short-term strategies, with a focus on alternative and digital assets alongside traditional investments.

James Thompson II is a financial advisor at WealthX Advisors in Scottsdale, AZ, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at Northern Trust and several wealth management firms. Outside of his advisory work, he serves as an ambassador for a blockchain technology provider. WealthX Advisors is a state-registered investment advisory firm offering portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a diverse investment approach that includes traditional and alternative assets, such as venture capital and cryptocurrency, with a focus on aligning strategies to client risk profiles.