James Hering (CRD# 2440945) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 30 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bordeaux Wealth Advisors | Menlo Park, CA | Oct 2020 - Current | 3 |
| Unemployed | San Francisco, CA | May 2018 - Sep 2020 | 2 |
| Union Square Investment Company | San Francisco, CA | Sep 2014 - Apr 2018 | 3 |
| Unemployed | Chicago, IL | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
- WA
-
Total Assets Under Management4,437MILLIONS
-
Total Number of Accounts247ACCOUNTS
-
Average Account Value$17,965,473
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, IL, MA, NV, OR, TX, WA
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