James Lefever is a registered investment advisor, based in West Chester, PA, with 8 years of industry experience.
Location
1 N High St, West Chester, PA, 19380
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
James serves as power of attorney for his father, mother, and spouse, starting in December 2022. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Truist Advisory Services, INC.
October 2025 - Present · 7 mos
Truist Investment Services, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Advisors
December 2022 - September 2025 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2022 - September 2025 · 2 yrs 9 mos
Citizens Investment Services
January 2017 - December 2020 · 3 yrs 11 mos
Citizens Securities, INC.Broker
September 2015 - December 2020 · 5 yrs 3 mos
State Registrations1 state
PA
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.