James
Cousins

Silverleafe Capital Partners, LLC

CRD#4543324
Investment Advisor
in Germantown, TN

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About this Advisor

James Cousins is a financial advisor based in Germantown, Tennessee, working with Silverleafe Capital Partners, LLC. James has previously held positions at Sovereign Wealth Management, Inc, United Capital Financial Advisers, LLC, and Girard Securities, Inc. James has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, James is part of Silverleafe Capital Partners, LLC, which operates out of Germantown, Tennessee. The firm has 4 employees and manages assets totaling $403.4 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Silverleafe Capital Partners, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

6815 Poplar Avenue, Suite 205
Germantown, TN 38138

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Silverleafe Capital Partners, LLC Brokerage Details

Total Assets Under Management

$403,372,774

TN Average: $730,596,643
Total Number of Employees

4

TN Average: 15
Total Number of Accounts

626

TN Average: 968
Average Account Size

$644,365

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

James Cousins Work History

2010 - Present (14 years)

United Capital Financial Advisers, LLC

2010 - Present (14 years)

Girard Securities, Inc

2008 - Present (16 years)

Sovereign Wealth Management, Inc

Disclosures

Please visit the SEC profile of James Cousins 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 Silverleafe Capital Partners, LLC

Margaret Patterson
Germantown, TN
Richard Eskrigge
Germantown, TN
Broc Kreitz
Germantown, TN
James Cousins
Germantown, TN
Bo Rhea
Germantown, TN
William Patterson
Germantown, TN
John Russell
Germantown, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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