James Karel (CRD# 861100) is an Investment Advisor Representative working at Karel Capital, Inc. in Spokane, WA and has over 41 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 7053502
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Karel Capital, Inc. | Spokane, WA | Nov 1988 - Current | 35 |
| Silicon Valley Wealth Advisors, LLC | San Jose, CA | Dec 2012 - Nov 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1982 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- CA
- WA
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts116ACCOUNTS
-
Average Account Value$705,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, WA
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