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James David Ackerman

Ackerman Asset Management, LLC

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About James David Ackerman

James Ackerman is an investment advisor representative at Ackerman Asset Management, LLC. James has been in the industry for over 20 years and has experience with several firms including Citigroup Global Markets Inc. and Punk, Ziegle & Company. James is a registered investment advisor in Maryland and Texas. James provides investment advice to individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

James Ackerman is currently registered with Ackerman Asset Management, LLC. Ackerman Asset Management, LLC is an investment advisor based in . The firm provides portfolio management services for individuals, pension plans, and charitable organizations. The firm has approximately $559 million in regulatory assets under management.

$559.27M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Ackerman’s Registration & Firm History

MD

06/07/2006 - Present

Ackerman Asset Management, LLC (ROCKVILLE MD)

MD

12/21/2005 - 06/29/2018

PURSHE KAPLAN STERLING INVESTMENTS (ROCKVILLE MD)

DC

08/11/2003 - 12/19/2005

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

NY

05/02/2001 - 08/20/2002

PUNK, ZIEGEL & COMPANY, L.P. (NEW YORK NY)

CA

08/20/1998 - 02/16/2001

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 09/11/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2000

Series 24 - General Securities Principal Examination

BC

Issued 06/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 07/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James David Ackerman.
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