James GilmourCRD Number: 6095608
Current Firm: Carter Jacobs, LLC
James Gilmour (CRD# 6095608) is an Investment Advisor Representative working at Carter Jacobs, LLC in Sherman Oaks, CA and has 1 year of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Carter Jacobs LLC||Sherman Oaks, CA||Jul 2012 - Current||5|
|James M Gilmour Inc.||Glendale, CA||Sep 1989 - Current||27|
Total Assets Under Management113MILLIONS
Total Number of Accounts299ACCOUNTS
Average Account Value$377,759
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services