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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Beymer Lebenthal is a financial advisor registered with Cerity Partners LLC in New York, NY. James has been in the industry since 1999 and holds several licenses including Series 3, 4, 7, and 63, as well as the Series 65. James is also a Chartered Financial Analyst. James has experience working with a variety of clients including high net worth individuals, corporations, pension plans, and charitable organizations. James specializes in providing financial planning, portfolio management, and tax services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
11/19/2021 - Present
Cerity Partners LLC (NEW YORK NY)
NY
02/05/2008 - 06/07/2017
LEBENTHAL & CO., LLC (New York NY)
NY
08/08/2007 - 03/04/2008
ALEXANDRA & JAMES CO. (NEW YORK NY)
NY
05/27/2004 - 08/03/2007
LEVY, HARKINS & CO., INC. (NEW YORK NY)
NY
10/20/1999 - 04/27/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 09/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2010
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1999
Series 3 - National Commodity Futures Examination
Active
Inactive
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