James
Kephart
Magnus Financial Group LLC
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About this Advisor
James Kephart is a financial advisor based in New York, New York, working with Magnus Financial Group LLC. James has previously held positions at Home Depot, Loops Capital, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, Modus Park Advisors, and Magnus Financial Group. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, James is part of Magnus Financial Group LLC, which operates out of New York, New York. The firm has 22 employees and manages assets totaling $1.6 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Magnus Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Magnus Financial Group LLC Brokerage Details
$1,557,478,677
22
3,884
$400,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Kephart Work History
Magnus Financial Group
Mass Mutual Life Insurance Company
Mml Investors Services, LLC
Modus Park Advisors
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Home Depot
Loops Capital
Disclosures
Please visit the SEC profile of James Kephart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Magnus Financial Group LLC
New York, NY
New York, NY
Bedford Corners, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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