linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Reed Gerber

Thomas Doll

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Reed Gerber

James Gerber is a registered investment advisor representative with Thomas Doll. James has been in the industry since 2023 and has a Series 65 license. James has experience with various organizations, including Earned Wealth, The Church of Jesus Christ of Latter-Day Saints, Brigham Young University-Idaho, Backcountry.com, Richey May and Co., Eide Bailey and Desert Oasis High School. James has a specialization in various areas, including portfolio management for individuals, businesses, and investment companies. The firm, Thomas Doll, offers various advisory services, including financial planning, pension consulting, and portfolio management. James is dedicated to providing his clients with personalized advice and strategies to help them achieve their financial goals.

Firm Information

James Gerber is currently registered with Thomas Doll. Thomas Doll is a Walnut Creek, CA-based registered investment advisor with $1.4 billion in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Thomas Doll primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
Thomas Doll

165 LENNON LANE

WALNUT CREEK, CA 94598

$1.42B

Assets Under Management

60

Total Clients

11

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Gerber’s Registration & Firm History

CA

10/14/2024 - Present

Thomas Doll (WALNUT CREEK CA)

Not sure if James Reed Gerber is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Reed Gerber.
Not sure if James Reed Gerber is right for you?