JR
JR

James Scott Rankin

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,073 clients
Average Client Portfolio
$303K average
Assets Under Management
$628.7M

Fee Structure

Minimum Investment:$25K
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Location

4673 West 20th Street, Unit E, Greely, CO, 80634

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James operates a securities and insurance business under Leading Edge Financial Group, LLC, selling and servicing various insurance products, dedicating nearly full-time hours to this. He also has several other business activities, including real estate holdings, non-profit work, and involvement in school board campaigns and associations, requiring minimal time.

Employment History
Current Registrations
Cl Wealth Management LLC
June 2019 - Present · 6 yrs 8 mos
Cabot Lodge Securities LLCBroker
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Wilbanks Securities, INC.Broker
August 2006 - July 2017 · 10 yrs 11 mos
Aura Financial Services, INC.Broker
October 2004 - August 2006 · 1 yr 10 mos
Ing Financial Partners, INC.Broker
January 2004 - November 2004 · 10 mos
Locust Street Securities, INC.Broker
May 1994 - January 2004 · 9 yrs 8 mos
Nylife Securities INC.Broker
September 1989 - September 1993 · 4 yrs
State Registrations6 states
COCTKSMTOKOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
James Scott Rankin - Financial Advisor | TrueAdvisor