JL
James R. Lentz
MANAGED WEALTH ADVISORS
North Port, FL
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CRD#: 5745726
JL
Professional summary
James Robert Lentz, CFP® is a registered financial advisor currently at MANAGED WEALTH ADVISORS located in North Port, Florida.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. James has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view James Robert Lentz's 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®
Experience
Current
February 9, 2010 - Present
MANAGED WEALTH ADVISORS
RIA
CRD#: 152710
North Port, FL
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
Florida(3/8/2011)
IAR
New Jersey(2/9/2010)
Current Firm
MW
MANAGED WEALTH ADVISORS
LENTZ, JAMES ROBERT | MANAGED WEALTH ADVISORS
CRD#: 152710 / SEC#:
Florida
Registered Investment Advisory firm - (3/8/2011 Approved)New Jersey
Registered Investment Advisory firm - (2/9/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Neshanic Station, NJ
Mailing Address
Phone number
(908) 369-0380
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 36,545,321 |
Red Flags
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