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James Luce Pelletier

Wedmont Private Capital

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About James Luce Pelletier

James Luce Pelletier is an Investment Advisor Representative at Wedmont Private Capital. James is a financial professional with extensive experience in the industry, having worked for leading firms such as UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC. James holds the Series 7, Series 66, and SIE licenses and has a strong track record of providing exceptional financial advice to individual clients, families, and businesses.

Firm Information

James Pelletier is currently registered with Wedmont Private Capital. Wedmont Private Capital is an investment advisor headquartered in WEST CHESTER, PA. They manage approximately $2.37 billion in assets for 2,017 clients. They primarily serve high net worth individuals and corporations. Their services include financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
Wedmont Private Capital

26 SOUTH CHURCH STREET

WEST CHESTER, PA 19382

$2.37B

Assets Under Management

1

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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James Pelletier’s Registration & Firm History

PA

08/18/2020 - Present

Wedmont Private Capital (WEST CHESTER PA)

MA

01/07/2016 - 01/02/2020

UBS FINANCIAL SERVICES INC. (BOSTON MA)

MA

08/20/2014 - 03/02/2016

CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Luce Pelletier.
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