James Gersack (CRD# 2901820) is an Investment Advisor Representative working at Catalytic Wealth Management in Jackson, WY and has over 21 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.
CRD# 2687985
Beddow Capital Management Inc.
CRD# 2906160
Beplat Asset Management, Inc.
CRD# 1187914
Alupka Asset Management
Company Name | Location | Dates | Years |
---|---|---|---|
Catalytic Wealth Management | Cambridge, MA | Sep 2023 - Current | < 1 |
First Republic Investment Management, Inc. | Jackson, WY | Feb 2019 - Sep 2023 | 4 |
First Republice Securities Company, LLC | Jackson, WY | Feb 2019 - Sep 2023 | 4 |
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 |
- TX
- WY
-
Total Assets Under Management1,715MILLIONS
-
Total Number of Accounts676ACCOUNTS
-
Average Account Value$2,536,711
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, TX, WA, WY
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