Unclaimed
James Jeffrey Creel is a registered investment advisor representative. James is registered with Bares Capital Management, Inc. in Austin, Texas. James has been in the industry since 2006. James has passed the Series 7 and Series 65 exams. James is also a member of Mission Trail GP LP.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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TX
10/21/2013 - Present
Bares Capital Management, Inc. (AUSTIN TX)
NY
05/19/2006 - 06/01/2007
MOLECULAR SECURITIES INC. (NEW YORK NY)
IA
Issued 10/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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