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James Reed Kress

Lument Securities, LLC

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About James Reed Kress

James Reed Kress is a financial advisor with Lument Securities, LLC. He is registered with the state of Ohio. James has over 5 years of experience in the financial industry. He holds Series 7, Series 52TO, and SIE licenses. James is dedicated to providing his clients with comprehensive financial planning services.

Firm Information

James Kress is currently registered with Lument Securities, LLC. Lument Securities, LLC is a Limited Liability Company formed in May 2010. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

43

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.

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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James Kress’s Registration & Firm History

OH

09/17/2018 - Present

Lument Securities, LLC (COLUMBUS OH)

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Licenses & Designations

BC

Issued 12/20/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Reed Kress.
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