James Robert Lentz

Current Employers

Managed Wealth Advisors

Neshanic Station, NJ • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-15
NJ	RA	APPROVED	2025-10-15

FL RA
APPROVED

Since 2025-10-15
NJ RA
APPROVED

Since 2025-10-15

Branch Locations

Neshanic Station, NJ • United States

North Port, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Managed Wealth Advisors	Neshanic Station	NJ	01/2010	Present

01/2010 → Present

Managed Wealth Advisors

Neshanic Station, NJ

Other Businesses

RARITAN VALLEY INSURANCE SERVICES, 361 ROUTE 31 SOUTH, SUITE 1301, FLEMINGTON, NJ 08822. THIS BUSINESS IS A FULL SERVICE INDEPENDENT INSURANCE AGENCY. I DEVOTE APPROXIMATELY 10 HOURS PER WEEK AS AN INSURANCE SALESPERSON.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-12

S65 Uniform Investment Adviser Law Examination

2009-12-12