James Dejulio, financial advisor Topeka KS

James Dejulio

CRD Number: 1002774
Current Firm: Capital Portfolio Management LLC

James Dejulio (CRD# 1002774) is an Investment Advisor Representative working at Capital Portfolio Management LLC in Topeka, KS and has over 40 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services,inc Overland Park, KS Jun 2015 - Current 8
Raymond James Financial Services Advisors Inc. Overland Park, KS Jun 2015 - Current 8
First National Bank Overland Park, KS Jan 2009 - Current 15
First National Capital Markets Omaha, NE Jun 2010 - Jun 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Jul 1993
Contact Info for James Dejulio
Phone Number: 785-271-5555
Firm Website: https://www.cpm-llc.com
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $473,544
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

KS, MO, TX

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