James
Klepper
Highland Capital Management, LLC
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About this Advisor
James Klepper is a financial advisor based in Memphis, Tennessee, working with Highland Capital Management, LLC. James has previously held positions at Stephens Inc, Wolfe Research Securities, Penn Capital, Foreside Fund Services, LLC, Lb Technology, and The Benchmark Company. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, James is part of Highland Capital Management, LLC, which operates out of Memphis, Tennessee. The firm has 1 office and 21 employees. The firm manages assets totaling $3.5 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Highland Capital Management, LLC includes asset-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Highland Capital Management, LLC Brokerage Details
$3,539,134,473
21
1,042
$3,396,482
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
James Klepper Work History
The Benchmark Company
Penn Capital
Foreside Fund Services, LLC
Lb Technology
Wolfe Research Securities
Stephens Inc
Disclosures
Please visit the SEC profile of James Klepper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highland Capital Management, LLC
Memphis, TN
Castle Rock, CO
Lake Mary, FL
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
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