James Lebzelter (CRD# 1669772) is an Investment Advisor Representative working at Lpl Financial LLC in Ashtabula, OH and has over 20 years of experience in the finance industry.
CRD# 6504037
Edward Jones
CRD# 1538465
Lpl Financial LLC
CRD# 1696047
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Madison, OH | Apr 2020 - Current | 4 |
| Cetera Advisor Networks | El Segundo, CA | Jun 2017 - Apr 2020 | 2 |
| Calloway's Grill | Madison, OH | Oct 2016 - Apr 2020 | 3 |
| Mml Investors Services, LLC | Madison, OH | Mar 2017 - Jun 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Jun 2017 | < 1 |
| Metlife Securities Inc. | Ashtabula, OH | Jan 2015 - Jun 2017 | 2 |
| New England Securities | Cleveland, OH | Mar 2003 - Jan 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
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