James JanikowskiCRD Number: 1059080
Current Firm: Legacy Capital Partners, Inc.
James Janikowski (CRD# 1059080) is an Investment Advisor Representative working at Legacy Capital Partners, Inc. in Milwaukee, WI and has over 34 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Legacy Capital Partners, Inc.||Milwaukee, WI||Oct 2007 - Current||9|
|U.s. Bancorp Investments, Inc.||Brookfield, WI||Feb 2004 - Oct 2007||3|
|U.s. Bank||Brookfield, WI||Feb 2001 - Oct 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1982|
Total Assets Under Management287MILLIONS
Total Number of Accounts153ACCOUNTS
Average Account Value$1,877,336
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients