James GersackCRD 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.
Beddow Capital Management Inc.
Beplat Asset Management, Inc.
Alupka Asset Management
|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|
Total Assets Under Management106,485MILLIONS
Total Number of Accounts53,915ACCOUNTS
Average Account Value$1,975,055
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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