James Leas, financial advisor Lowell AR
93 score

James Leas

CRD Number: 4608922
Current Firm: Arvest Wealth Management

James Leas (CRD# 4608922) is an Investment Advisor Representative working at Arvest Wealth Management in Lowell, AR and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Arvest Wealth Management Lowell, AR Jul 2017 - Current < 1
Bentonville (ar) Public Schools Bentonville, AR Sep 2012 - Current 5
Cetera Investment Advisers LLC Rogers, AR Jul 2015 - Jul 2017 2
Cetera Investment Services LLC St.cloud, MN Jul 2015 - Jul 2017 2
First National Bank Of Nwa Rogers, AR Jun 2015 - Jul 2017 2
Arvest Asset Management Bella Vista, AR Jan 2013 - May 2015 2
Esco Processing & Recycling, LLC Rogers, AR Apr 2011 - Nov 2012 1
Uvest Financial Services, Inc. Charlotte, NC Mar 2007 - Mar 2011 4
First Federal Bank - Arkansas Bentonville, AR Mar 2007 - Mar 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
S63 Uniform Securities State Law Examination Jan 2003
Contact Info for James B. Leas
Phone Number: 479 770 1825
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    1,535
    MILLIONS
  • Total Number of Accounts
    6,764
    ACCOUNTS
  • Average Account Value
    $226,933
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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