Best Investors Account Sign in
Inactive

James Nicholas Leasure

Kathmere Capital Management, LLC

Wayne, PA

CRD 7629133

Claim This Profile
Employer firm

Kathmere Capital Management, LLC CRD 305118

$3.48B regulatory AUM 63 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Kathmere Capital Management, Llc

993 Old Eagle School Road Suite 405, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-02-02
  • PA RA
    APPROVED
    Since 2024-02-02

Branch Locations

993 Old Eagle School Road Suite 405, Wayne, PA 19087 • 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
OrganizationCityStateFromTo
Kathmere Capital Management, Llc Wayne PA 10/2020 Present
Cbre Radnor PA 06/2019 08/2019
Penn Museum Philadelphia PA 09/2018 05/2019
Leslie's, Inc. Wayne PA 06/2017 08/2017
University Schooling Philadelphia PA 08/2016 05/2020
Unemployed Philadelphia PA 05/2020 10/2020
  • 10/2020 → Present
    Kathmere Capital Management, Llc
    Wayne, PA
  • 06/2019 → 08/2019
    Cbre
    Radnor, PA
  • 09/2018 → 05/2019
    Penn Museum
    Philadelphia, PA
  • 06/2017 → 08/2017
    Leslie's, Inc.
    Wayne, PA
  • 08/2016 → 05/2020
    University Schooling
    Philadelphia, PA
  • 05/2020 → 10/2020
    Unemployed
    Philadelphia, PA
Designations
  • Chartered Financial Analyst
Other Names
  • James Leasure

View on SEC IAPD

More in Wayne, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor