Unclaimed Profile

James Mason Cousins

SILVERLEAFE CAPITAL PARTNERS, LLC·GERMANTOWN, Tennessee

Series 7, Series 66CFPClean record21 years registeredSILVERLEAFE CAPITAL PARTNERS, LLC

6815 POPLAR AVENUE, SUITE 205, GERMANTOWN, TN 38138CRD# 4543324Firm CRD# 133174

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Mason Cousins · GERMANTOWN, TN

Registration

CRD #4543324 · SILVERLEAFE CAPITAL PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

SILVERLEAFE CAPITAL PARTNERS, LLC

Oct 2011 – present

UNITED CAPITAL FINANCIAL ADVISERS

Sep 2010 – Dec 2011

MEMPHIS, TN

SOVEREIGN WEALTH MANAGEMENT INC

Jul 2009 – Dec 2010

MEMPHIS, TN

MORGAN KEEGAN & COMPANY, INC.

Jun 2005 – Oct 2008

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 27, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILVERLEAFE CAPITAL PARTNERS, LLC

CRD 133174 · SEC 801-63594

AUM

$403M

Regulatory assets under management

Employees

626 client accounts

Services offered by SILVERLEAFE CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVERLEAFE CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Mason Cousins offer?

James Mason Cousins specializes in Financial Planning, Investment Management. Contact their office in GERMANTOWN, Tennessee for a consultation.

What are James Mason Cousins's credentials?

James Mason Cousins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Mason Cousins located?

James Mason Cousins is based in GERMANTOWN, Tennessee, working with SILVERLEAFE CAPITAL PARTNERS, LLC. Their office serves clients in the GERMANTOWN metropolitan area and surrounding communities.

How does James Mason Cousins charge for services?

James Mason Cousins's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILVERLEAFE CAPITAL PARTNERS, LLC?

SILVERLEAFE CAPITAL PARTNERS, LLC has approximately 4 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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