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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 Quackenbush Rice is an investment advisor representative at JQR Capital Management, LLC. James has been in the industry since 2013 and has been registered with the state of Connecticut since 2015. James holds Series 7 and Series 66 licenses, as well as a Series 65 license. James also holds the designation of Chartered Financial Analyst. James specializes in financial planning, portfolio management for individuals, and providing educational seminars. James has worked at JQR Capital Management, LLC since 2014. James also has experience working at Edward Jones.
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.
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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CT
01/02/2015 - Present
JQR Capital Management, LLC (WEST HARTFORD CT)
CT
01/04/2013 - 06/09/2014
EDWARD JONES (SIMSBURY CT)
BOTH
Issued 01/18/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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