James Franklin Alexander

Employer firm

Allegheny Investments CRD 7597

$742M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → Present
  Allegheny Investments, Ltd.
  Pittsburgh, PA
• 10/2005 → Present
  Cunningham, Powell & Assoc.
  1544 Mileground Road, WV

Other Businesses

CUNNINGHAM POWELL ALEXANDER, A.C., CPA, TAX AND ACCOUNTING FIRM, NOT A PUBLIC CORPORATION, NON INVESTMENT RELATED, STARTED 2005, FULL TIME DURING TAX SEASON (THREE MONTHS) EQUIVALENT TO 5 -10 HOURS A WEEK ANNUALIZED; SOME HRS/MONTH/TRADING. COMPENSATION $20,000 ANNUAL. FM MGMT. CORP, DIRECTOR, SENIOR LIVING CENTER, NON INVESTMENT RELATED, STARTED 2005, 2 HR/MO/TRADING, NO ANNUAL COMP THE CORNERSTONE GROUP, AGENT, HEALTH INSURANCE SALES, NON INVESTMENT RELATED, STARTED 2001, 8 HR/MO/TRADING, $4,800 ANNUAL COMP MORGANTOWN KIWANIS FOUNDATION, PRESIDENT, INVESTMENT RELATED, STARTED 1987, 4 HR/MO/TRADING, NO ANNUAL COMP MORGANTOWN KIWANIS, PRESIDENT, NON INVESTMENT RELATED STARTED 1987, 2 HR/MO/TRADING, NO ANNUAL INCOME CEDARHURST PROPERTY OWNERS ASSOCIATION, TREASURER, HOA, NON INVESTMENT RELATED, STARTED 2013, .5 HR/MO/TRADING, NO ANNUAL INCOME KIWANIS FOUNDATION OF MORGANTOWN, PRESIDENT, OVERSEES DONATION RECIEPTS AND GRANT MAKING FUNCTIONS, NON-INVESTMENT RELATED, STARTED IN 1990, 1 HR/MO, 0 HR/MO/TRADING, NO ANNUAL COMP

Exams

• S66 Uniform Combined State Law Examination
  2000-03-02

Designations

• Certified Financial Planner
• Personal Financial Specialist

Other Names

• Jim F Alexander
• James F Alexander