We are financial planning and investment money management firm located in Annapolis, MD. We have
a unique process called You, Inc. which focuses on You and Your Family treating your finances
like you are a business. In addition to this, we focus on managing your money with your goals and
objectives in mind. Our Mission is to give you the opportunity to do what you want to do without
worrying how much it costs.
At Leading Edge Wealth Advisors, LLC we promise to:
1. Provide and communicate a clear understanding of your needs based on your goals and objectives.
2. Hold you accountable to your financial actions (or in-actions)
3. Take the emotions out of the investment process.
4. Be there for your family should something happen to you.
5. Have a disciplined investment process.
|Firm Start Year:||2013|
|Name of Broker/Dealer:||Cambridge Investment Research Inc.|
|Name of Custodial Firm:||Charles Schwab, Inc.|
|Number of Years with Current Firm:||5|
|Work Experience:||We've been in the financial services industry since April 1999.|
|I work with the following types of clients:||Businesses , Non-Profit Organizations , Individual Investors|
|Investment Types:||Exchange Traded Funds (ETFs) , Insurance , Stocks , Bonds , Mutual Funds , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office , Via email , Via phone , At your home , Video Conference , At my office|
|Firm's Number of Clients:||135|
|Firm's Number of Managed Clients:||135|
|Assets Managed by Firm:||$110,000,000|
|Advisor's Number of Clients:||135|
|Advisor's Number of Managed Clients:||135|
|Assets Managed by Advisor:||$110,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
Registered Representative, Securities offered through Cambridge Investment Research, Inc. a broker/dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Leading Edge Wealth Advisors are not affiliated.
A founding member of Leading Edge Wealth Advisors, Jim Denora specializes in providing clients with financial planning and wealth management expertise. He assists his clients by helping to educate them and evaluating their financial situation in a comprehensive manner. He focuses on all facets of their financial picture including investments, insurance, taxes, and retirement and estate planning.
He utilizes his corporate finance background to treat each family finances as he would a business. Jim is passionate about guiding people toward financial security and helping them make important decisions that will benefit their future.
Prior to establishing Leading Edge Wealth Advisors, Jim was a founding partner in Severn Financial Group. He began his financial services career with Northwestern Mutual Financial Network in 2002. He also has held senior-level corporate financial positions at several Washington, DC-area companies and spent over eight year in public accounting. He is a graduate of St. Francis College in Loretto, PA and later earned a Master of Business Administration degree from George Mason University in Fairfax, VA. In addition he is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM professional.
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|