James A. Rench

RELEVANCE CAPITAL MANAGEMENT

Denton, TX 76210

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CRD#: 1702679

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jimmy Rench

Other business activities

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.

JAMES RENCH, LIFE INSURANCE & ANNUITY AGENT, ONLY RECEIVE RENEWAL COMMISSIONS, NO LONGER SELLING INSURANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Allen Rench's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

January 9, 2012 - Present

RELEVANCE CAPITAL MANAGEMENT

Office #1: 2556 Lillian Miller Parkway Suite 105, Denton, TX 76210

RIA

CRD#: 159983

Denton, TX

Past

August 12, 1999 - December 31, 2012

RENCH & MUIR FINANCIAL ADVISORS INC

RIA

CRD#: 108984

DENTON, TX

Past

June 30, 1999 - December 19, 2008

LIFEMARK SECURITIES CORP.

CRD#: 16204

DENTON, TX

Past

March 22, 1995 - June 28, 1999

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

September 7, 1993 - March 20, 1995

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

May 8, 1991 - September 7, 1993

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

July 30, 1987 - May 13, 1991

BMA FINANCIAL SERVICES, INC.

CRD#: 7943

KANSAS CITY, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RELEVANCE CAPITAL MANAGEMENT

RELEVANCE CAPITAL MANAGEMENT | THE RELEVANCE GROUP | RENCH WEALTH MANAGEMENT, INC.

CRD#: 159983 / SEC#: 801-72962

RIA

Registered Investment Advisory firm - (1/6/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 10/1/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/7/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/28/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/20/1995

General Securities Principal Examination

Current Firm

RELEVANCE CAPITAL MANAGEMENT

RELEVANCE CAPITAL MANAGEMENT | THE RELEVANCE GROUP | RENCH WEALTH MANAGEMENT, INC.

CRD#: 159983 / SEC#: 801-72962

RIA

Registered Investment Advisory firm - (1/6/2012 Approved)

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Contact information

Main Address

2556 Lillian Miller Parkway Suite 105, Denton, TX 76210-7207

Mailing Address

Phone number

(940) 387-7526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	273
AUM (Assets Under Management)	$ 442,624,100

Red Flags

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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Advisor Monitoring

Firm Stability Insights

James A. Rench

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Allen Rench's CRS (Customer Relationship Summary).

Certified licenses

Experience

RENCH & MUIR FINANCIAL ADVISORS INC

LIFEMARK SECURITIES CORP.

SUNAMERICA SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

WALNUT STREET SECURITIES, INC.

BMA FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

RELEVANCE CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/1998

Series 63

Date: 7/29/1987

Series 7

Date: 1/7/1994

Series 6

Date: 7/28/1987

Series 24

Date: 6/20/1995

Current Firm

RELEVANCE CAPITAL MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RELEVANCE CAPITAL MANAGEMENT

TRUST BUT VERIFY

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