James Leyden
James Leyden is a registered investment advisor at LPL Financial LLC, based in Campton Hills, IL, with 45 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Campton Hills, IL
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Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
James operates under the DBA Joint Impact Wealth Partners for his LPL business since 2021. He also owns Joint Impact LLC, a business entity for tax/investment purposes, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
A. G. Edwards & Sons, INC.Broker
Waddell & Reed, INC.Broker
State Registrations30 states
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.