JR
JR

James Rensman

22 Years of Experience
Westchester, PA
Broker

James Rensman is a registered investment advisor at Pgim Investments LLC, based in Westchester, PA, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $320B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
IM Fee
Planning only
Assets Under Management
$322.1B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

106 Crosspointe Dr, Westchester, PA, 19380

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

James is the Fields Permit Director for Great Valley Little League and is nominated for President of the Evelyn Woods HOA. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Pgim Investments LLC
May 2015 - Present · 11 yrs
Prudential Investment Management Services LLC
May 2015 - Present · 11 yrs
Prudential Investment Management Services LLCBroker
May 2015 - Present · 11 yrs
Previous Registrations
Guggenheim Funds Distributors, LLCBroker
March 2014 - May 2015 · 1 yr 2 mos
Guggenheim Investments
June 2011 - May 2015 · 3 yrs 11 mos
Guggenheim Distributors, LLCBroker
May 2011 - March 2014 · 2 yrs 10 mos
Delaware Capital Management Advisers, INC
January 2010 - June 2011 · 1 yr 5 mos
Delaware Distributors, L.P.Broker
January 2010 - May 2011 · 1 yr 4 mos
Lincoln Financial Distributors, INC.
December 2007 - December 2009 · 2 yrs
Lincoln Financial Distributors, INC.Broker
April 2007 - December 2009 · 2 yrs 8 mos
Gartmore Distribution Services, INC.Broker
May 2004 - March 2007 · 2 yrs 10 mos
Sei Investments Distribution CO.Broker
August 2003 - May 2004 · 9 mos
State Registrations5 states
DEFLNJNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.