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.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 6399978
Edward Jones
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 |
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Total Assets Under Management145MILLIONS
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Total Number of Accounts306ACCOUNTS
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Average Account Value$473,544
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
KS, MO, TX
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