JL
JL

James Bruce Lewis

7 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

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Location

1388 Ala Moana Blvd., #1704, Honolulu, HI, 96814

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History

Regulatory History (1)
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Criminal
June 1991
Final Disposition
Other Business Activities

James has a personal law practice.

Employment History
Current Registrations
Legacy Wealth Management, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Omni Brokerage, INC.Broker
April 2004 - December 2004 · 8 mos
Berthel, Fisher & Company Financial Services, INC.Broker
February 2004 - April 2004 · 2 mos
State Registrations1 state
HI
Advisor
Exams
No exam information available for this advisor.