JK
James Kempson
TELOS CAPITAL PARTNERS
MOUNT PLEASANT, SC 29464
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CRD#: 7920116
JK
Professional summary
James Kempson is a registered financial advisor currently at TELOS CAPITAL PARTNERS located in Mount Pleasant, South Carolina.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view James Kempson'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
September 6, 2024 - Present
TELOS CAPITAL PARTNERS
Office #1: 863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464RIA
CRD#: 331293
MOUNT PLEASANT, SC
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
South Carolina(9/6/2024)
Current Firm
TC
TELOS CAPITAL PARTNERS
TELOS CAPITAL PARTNERS | TELOS CAPITAL PARTNERS, LLC
CRD#: 331293 / SEC#:
South Carolina
Registered Investment Advisory firm - (9/6/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464
Mailing Address
Phone number
(843) 867-4399
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 5,328,808 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
