James Lede, financial advisor Mahwah NJ
93 score

James Lede

CRD Number: 2987947
Current Firm: Pnc Investments

James Lede (CRD# 2987947) is an Investment Advisor Representative working at Pnc Investments in Mahwah, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Cresskill, NJ Oct 2005 - Current 11
Pnc Financial Services Group Cresskill, NJ Sep 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for James Lede
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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