James Carl Sexton
Investment adviser representative at Western Reserve Capital Management, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$120.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Western Reserve Capital Management, LLCApr 2024 to now
- Fsc Securities CorporationAug 2009 to Dec 2020
- Southland Equity PartnersMay 2009 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (OH).
Western Reserve Capital Management, LLC
$120.2MAssets managed
101Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2127374
- Firm CRD
- 329811