James Allen Rench
CFP®Professional Summary
James Allen Rench, CFP®, who also goes by Jimmy Rench, is a registered financial advisor currently at RELEVANCE CAPITAL MANAGEMENT located in Denton, Texas. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. James has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jimmy Rench
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
RELEVANCE CAPITAL MANAGEMENT | THE RELEVANCE GROUP | RENCH WEALTH MANAGEMENT, INC.
Contact Information
Main Address
2556 Lillian Miller Parkway Suite 105, Denton, TX 76210-7207Phone Number
(940) 387-7526# of Employees
5SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
280AUM (Assets Under Management)
$495,858,047Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
RELEVANCE CAPITAL MANAGEMENT | THE RELEVANCE GROUP | RENCH WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(1/9/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1987About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view James Allen Rench's CRS (Customer Relationship Summary).
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