Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gersack is an investment advisor representative at Catalytic Wealth Management in Jackson, Wyoming. James is a Certified Financial Planner and has been in the financial industry for over two decades. James has previously held positions at First Republic Investment Management, Inc., First Western, First Republic Securities Company, LLC, and BANC OF AMERICA INVESTMENT SERVICES, INC. James provides financial planning, portfolio management, and selection of other advisors to individuals and corporations. James is registered in Wyoming and Texas.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WY
09/29/2023 - Present
Catalytic Wealth Management (Jackson WY)
WY
11/12/2019 - 10/02/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Jackson WY)
WY
12/09/2006 - 06/09/2014
CETERA INVESTMENT SERVICES LLC (JACKSON WY)
WY
03/09/2006 - 12/15/2006
FINTEGRA, LLC (JACKSON WY)
MA
10/30/2002 - 02/17/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/14/2000 - 09/27/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
12/16/1997 - 07/18/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
MT
07/15/1997 - 10/24/1997
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BC
Issued 03/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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