James Gersack, financial advisor Jackson WY

James Gersack

CRD Number: 2901820
Current Firm: First Republic Investment Management, Inc.

James Gersack (CRD# 2901820) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Jackson, WY and has over 18 years of experience in the finance industry. James Gersack has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Republic Investment Management, Inc. Jackson, WY Feb 2019 - Current 2
First Western Jackson, WY Jun 2014 - Feb 2019 4
Cetera Investment Services LLC St. Cloud, MN Dec 2006 - Jun 2016 9
Cetera Investment Advisers LLC Jackson, WY Jan 2014 - Jun 2014 < 1
First Interstate Bank Jackson, WY Mar 2006 - Jun 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2002
S63 Uniform Securities State Law Examination Mar 2020
Contact Info for James M. Gersack
Phone Number: 415-392-1400
Registered State(s):
  • WY
By the Numbers
  • Total Assets Under Management
    106,485
    MILLIONS
  • Total Number of Accounts
    53,915
    ACCOUNTS
  • Average Account Value
    $1,975,055
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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