James Matthew Ledbetter
Investment adviser representative at Esi Financial Advisors
12 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
Are you James Matthew Ledbetter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Equity Services, Inc.Sep 2026 to now
- National Life GroupSep 2026 to now
- Northwestern Mutual Investment Services LLCOct 2025 to Jun 2026
- Northwestern Mutual Life Insurance CompanyDec 2024 to Jun 2026
- UnemployedJun 2024 to Sep 2024
- Southern Bank of TnSep 2023 to May 2024
- Sonata BankSep 2021 to Sep 2023
- Cb and S BankApr 2017 to Sep 2021
- First Vision BankMar 2014 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 yearsIn 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
- 7996700
- Firm CRD
- 265