JL
James Lovas
XPOTENTIAL
New Providence, NJ 07974
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CRD#: 6457957
JL
Professional summary
James Lovas is a registered financial advisor currently at XPOTENTIAL INC. located in New Providence, New Jersey.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. 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.
Full Time employed with Synopsys as Senior Manager of Sales.
40 hours a week
CRS (Client Relationship Summary) - RIA
Click below to view James Lovas'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®
NoneExperience
Current
March 4, 2016 - Present
XPOTENTIAL INC.
Office #1: 121 Chanlon Rd Ste G321, New Providence, NJ 07974RIA
CRD#: 152793
New Providence, NJ
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
New Jersey(3/4/2016)
Current Firm
XI
XPOTENTIAL INC.
XPOTENTIAL INC.
CRD#: 152793 / SEC#:
New Jersey
Registered Investment Advisory firm - (3/23/2010 Approved)New York
Registered Investment Advisory firm - (5/13/2011 Approved)Texas
Registered Investment Advisory firm - (5/16/2014 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 Chanlon Road Suite 321, New Providence, NJ 07974-1543
Mailing Address
Po Box 1247, Summit, NJ 07902-1247
Phone number
(908) 273-7600
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 89,989,588 |
Red Flags
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