James Luce Pelletier

Wedmont Private Capital

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Wedmont Private Capital

Compensation

Fixed/Hourly

Firm Size

6 advisors

Number of Clients

391 clients

Average Client Portfolio

$6.1M average

Assets Under Management

$2.4B

Fee Structure

Financial Planning:Included in AUM fee

Location

West Chester, PA

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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.

Employment History

Current Registrations

Wedmont Private Capital

December 2019 - Present · 6 yrs 2 mos

Previous Registrations

UBS Financial Services INC.

January 2016 - January 2020 · 4 yrs

UBS Financial Services INC.Broker

January 2016 - January 2020 · 4 yrs

Credit Suisse Securities (USA) LLC

September 2014 - March 2016 · 1 yr 6 mos

Credit Suisse Securities (USA) LLCBroker

August 2014 - March 2016 · 1 yr 7 mos

State Registrations2 states

METX

Advisor

Exams

No exam information available for this advisor.