James Timothy Bashall
Chief Operating OfficerNerdwallet Wealth Partners, LLCCRD 7815188
About James Timothy Bashall
James Timothy Bashall is listed as Chief Operating Officer at Nerdwallet Wealth Partners, LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Nerdwallet Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Timothy Bashall work?
James Timothy Bashall is listed as Chief Operating Officer at Nerdwallet Wealth Partners, LLC on SEC Form ADV.
How much of Nerdwallet Wealth Partners, LLC does James Timothy Bashall own?
Form ADV reports a beneficial ownership band of Under 5%.
Nerdwallet Wealth Partners, LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |