James PommertCRD Number: 5487521
Current Firm: Krilogy Financial LLC
James Pommert (CRD# 5487521) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Kansas City Life Insurance Company||Kansas City, MO||May 2011 - Current||6|
|Krilogy Financial||St Louis, MO||Apr 2011 - Current||6|
|Purshe Kaplan Sterling Investments||Albany, NY||May 2011 - Nov 2011||< 1|
|Securian Financial Services||St. Paul, MN||Feb 2009 - Apr 2011||2|
|Minnesota Life Insurance Company||St. Paul, MN||Feb 2009 - Apr 2011||2|
|Renaissance Financial||St. Louis, MO||Feb 2009 - Apr 2011||2|
|Clayton Capital Partners||St Louis, MO||Jul 2008 - Feb 2009||< 1|
|St. Louis University||St. Louis, MO||Aug 2004 - Jan 2009||4|
|Total Quality Legistics||Cincinnati, OH||May 2008 - Aug 2008||< 1|
|Citi Smith Barney||St. Louis, MO||Jan 2008 - May 2008||< 1|
|Total Quality Legistics||Cincinnati, OH||May 2007 - Aug 2007||< 1|
|Total Quality Legistics||Cincinnati, OH||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management509MILLIONS
Total Number of Accounts3,676ACCOUNTS
Average Account Value$138,493
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, IL, KS, KY, LA, MO, NC, NE, OH, SC, TN, TX, VA, WA
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