James Ackerman (CRD# 2780227) is an Investment Advisor Representative working at Ackerman Asset Management, LLC in Rockville, MD and has over 25 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Rockville, MD | Dec 2005 - Current | 18 |
| Ackerman Asset Management, LLC | Rockville, MD | Nov 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2003 |
- MD
- TX
-
Total Assets Under Management559MILLIONS
-
Total Number of Accounts193ACCOUNTS
-
Average Account Value$2,897,749
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MD, TX
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