JS
CFA
JS
CFA

James Ryan Story

11 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
116 clients
Average Client Portfolio
$13.6M average
Assets Under Management
$1.6B

Fee Structure

Financial Planning:Investment management only
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Location

830 West Causeway Approach, Suite 1200, Mandeville, LA, 70471

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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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Employment History
Current Registrations
Orleans Capital Management CORP
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Highland Capital Management, LLC
June 2022 - November 2023 · 1 yr 5 mos
Weaver C. Barksdale & Associates, INC.
January 2014 - January 2022 · 8 yrs
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.