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James Oliver Heskett

Intrepid Investment Bankers LLC

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About James Oliver Heskett

James Heskett is a registered representative with Intrepid Investment Bankers LLC, a firm based in New York, NY. James is a Series 79TO, Series 63 and SIE licensed professional, and holds a current registration in California. James has been in the industry since January 17, 2022.

Firm Information

James Heskett is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

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.

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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James Heskett’s Registration & Firm History

NY

01/18/2022 - Present

Intrepid Investment Bankers LLC (New York NY)

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Licenses & Designations

BC

Issued 02/24/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 11/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Oliver Heskett.
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