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James George Gould

Alesco Advisors LLC

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About James George Gould

James George Gould is an investment advisor representative with Alesco Advisors LLC. James has been in the industry since December 1991. James has worked for several firms prior to joining Alesco Advisors LLC including Constellation Investment Distribution Company Inc. and SEI Financial Services Company. James is registered in New York. James's specializations include Financial Planning, Retirement Planning, College Savings Plans, Estate Planning, Insurance Planning and Tax Planning.

Firm Information

James Gould is currently registered with Alesco Advisors LLC. Alesco Advisors LLC is an investment advisor based in Pittsford, NY, that provides financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to individuals, high net worth individuals, corporations, charities, pension plans, and other institutions. The firm has $4.43 billion in regulatory assets under management.
Alesco Advisors LLC

120 OFFICE PARK WAY

PITTSFORD, NY 14534

$4.43B

Assets Under Management

27

Total Clients

14

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Financial planning services

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James Gould’s Registration & Firm History

NY

08/10/2021 - Present

Alesco Advisors LLC (PITTSFORD NY)

PA

02/26/1997 - 12/31/2005

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)

PA

12/20/1991 - 02/28/1997

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

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Licenses & Designations

IA

Issued 08/10/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1999

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/20/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James George Gould.
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