James Alpha Advisors, LLC

James Alpha Advisors, LLC (CRD# 281785) is a financial advisory firm headquartered in New York, NY. They manage $559,690,647 in 9 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    560
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $62,187,850
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, KS, MA, MN, NY, PA, TX

Financial Advisors at James Alpha Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Conan W. Porter
CRD#: 1672114
Fairfield, CA
96
Wealthminder
score

Conan Porter (CRD# 1672114) is an Investment Advisor Representative working at James Alpha Advisors, LLC in Fairfield, CA and has over 30 years of experience in the finance industry. Conan Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kelly L. Bauerle
CRD#: 4591672
6400 S. Fiddlers Green Circle, Suite 1360, Greenwood Village, CO 80111
93
Wealthminder
score

Kelly Bauerle (CRD# 4591672) is an Investment Advisor Representative working at James Alpha Advisors, LLC in Greenwood Village, CO and has over 9 years of experience in the finance industry.

3
Kevin W. Campbell
CRD#: 4444403
5690 Dtc Blvd, Suite 130 W, Greenwood Village, CO 80111
93
Wealthminder
score

Kevin Campbell (CRD# 4444403) is an Investment Advisor Representative working at James Alpha Advisors, LLC in Greenwood Village, CO and has over 13 years of experience in the finance industry.

4
David A. Hunt
CRD#: 2347126
Exton, PA
93
Wealthminder
score

David Hunt (CRD# 2347126) is an Investment Advisor Representative working at James Alpha Advisors, LLC in Exton, PA and has over 24 years of experience in the finance industry.

5
Harry A. Johnson
CRD#: 1888722
Wayzata, MN
93
Wealthminder
score

Harry Johnson (CRD# 1888722) is an Investment Advisor Representative working at James Alpha Advisors, LLC in Wayzata, MN and has over 28 years of experience in the finance industry.

6
Matthew A. Krueger
CRD#: 5691068
515 Madison Avenue, 24th Floor, New York, NY 10022
93
Wealthminder
score

Matthew Krueger (CRD# 5691068) is an Investment Advisor Representative working at James Alpha Advisors, LLC in New York, NY and has over 5 years of experience in the finance industry.

7
Michael P. Pluemer
CRD#: 1677733
Irving, TX
93
Wealthminder
score

Michael Pluemer (CRD# 1677733) is an Investment Advisor Representative working at James Alpha Advisors, LLC in Irving, TX and has over 30 years of experience in the finance industry.

8
Peter A. Sykes
CRD#: 1778190
61 Santa Paula Avenue, San Francisco, CA 94127
93
Wealthminder
score

Peter Sykes (CRD# 1778190) is an Investment Advisor Representative working at James Alpha Advisors, LLC in San Francisco, CA and has over 29 years of experience in the finance industry.

9
John W. Vaughan
CRD#: 1484526
Belmont, MA
93
Wealthminder
score

John Vaughan (CRD# 1484526) is an Investment Advisor Representative working at James Alpha Advisors, LLC in Belmont, MA and has over 17 years of experience in the finance industry.

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