James Oswald, financial advisor Wichita KS

James Oswald

CRD Number: 7364290
Current Firm: Leading Edge Financial Planning

James Oswald (CRD# 7364290) is an Investment Advisor Representative working at Leading Edge Financial Planning in Wichita, KS and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Leading Edge Financial Planning Wichita, KS Jul 2021 - Current 1
Independent Insurance Producer Wichita, KS May 2020 - Current 2
Financial Benefits Incorporated Wichita, KS Apr 2021 - Mar 2022 < 1
Aflac Wichita, KS May 2020 - Jul 2021 1
Db&a Consutling Dallas, TX Jul 2019 - May 2020 < 1
Spirit Aerosystems Wichita, KS Oct 2017 - Jul 2019 1
Us Army Savannah, GA Jun 2008 - Sep 2017 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2022
Contact Info for James J. Oswald
Phone Number: 316-768-7526
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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