James Ryan Kephart
Professional Summary
James Ryan Kephart, who also goes by James R Kephart, James Ryan Kephart, Ryan Kephart, was a registered financial advisor. James was a previously registered financial professional and started their career in finance 2012 - 2024. James had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James R Kephart, James Ryan Kephart, Ryan Kephart
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
KEPCAP | RYAN KEPHART, LLC. | RYAN KEPHART, LLC | RYAN KEPHART INVESTMENT MANAGEMENT LLC. | RYAN KEPHART INVESTMENT MANAGEMENT | KEPCAP INVESTMENT MANAGEMENT
Contact Information
Main Address
208 Bushnell #2, San Antonio, TX 78212Mailing Address
208 Bushnell #2, San Antonio, TX 78212Phone Number
(210) 392-2241# of Employees
0Documents
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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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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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