James Alexander Mazzanti

Employer firm

Arvest Wealth Management CRD 42057

$3.44B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2016 → Present
  Arvest Bank
  Bentonville, AR
• 10/2016 → Present
  Arvest Wealth Management
  Bentonville, AR

Previous Registrations

• 2006-02-06 → 2009-10-02
  Natcity Investments, Inc.
  Highland Park, IL
  Chicago, IL
  Chicago, IL
  Peoria, IL

Other Businesses

Dually employed by Arvest Bank, located in Bentonville, AR. I split my time 90%/10% between Arvest Bank and Arvest Wealth Management.

Exams

• S66 Uniform Combined State Law Examination
  2017-02-20

Other Names

• Alex Mazzanti