James Leasure (CRD# 7629133) is an Investment Advisor Representative working at Kathmere Capital Management, LLC in Wayne, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kathmere Capital Management, LLC | Wayne, PA | Oct 2020 - Current | 3 |
| Unemployed | Philadelphia, PA | May 2020 - Oct 2020 | < 1 |
| University Schooling | Philadelphia, PA | Aug 2016 - May 2020 | 3 |
| Cbre | Radnor, PA | Jun 2019 - Aug 2019 | < 1 |
| Penn Museum | Philadelphia, PA | Sep 2018 - May 2019 | < 1 |
| Leslie's, Inc. | Wayne, PA | Jun 2017 - Aug 2017 | < 1 |
| Overbrook Golf Club | Villanova, PA | Jun 2016 - Aug 2016 | < 1 |
| High School Schooling | Malvern, PA | Jan 2014 - Jun 2016 | 2 |
- PA
-
Total Assets Under Management1,840MILLIONS
-
Total Number of Accounts2,090ACCOUNTS
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Average Account Value$880,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, DE, FL, GA, LA, MD, NC, NH, NJ, NV, NY, PA, SC, TX, VA
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