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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edmund Demmert is an investment advisor representative with Main Street Research LLC, a firm headquartered in Sausalito, California. James has been an advisor for over 30 years and holds a Series 63 and Series 65 license. He has been with Main Street Research since 1993, prior to that he worked at THE TRADING DESK, INC., BEAR, STEARNS & CO. INC., SHEARSON LEHMAN BROTHERS INC., COWEN & CO., and L. F. ROTHSCHILD, UNTERBERG, TOWBIN, INC. Main Street Research LLC provides financial planning, portfolio management, and consulting services. The firm manages approximately $1.8 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
07/07/2015 - Present
Main Street Research LLC (LAKEVILLE CT)
NA
02/06/1990 - 05/05/1992
THE TRADING DESK, INC.
NA
01/01/1988 - 03/11/1988
BEAR, STEARNS & CO. INC.
NA
07/09/1987 - 02/04/1988
SHEARSON LEHMAN BROTHERS INC.
NA
03/10/1987 - 04/06/1987
COWEN & CO.
NA
10/22/1986 - 03/17/1987
L. F. ROTHSCHILD, UNTERBERG, TOWBIN, INC.
IA
Issued 11/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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