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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 Gibson is a financial advisor with over 20 years of experience in the industry. James currently works for Blueskye Investment Advisers, LLC. His previous roles include positions at Meyers Associates, L.P., Sterne Agee Financial Services, Inc., Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., SunTrust Securities, Inc., Laughlin Group Advisors, Inc., Fortis Investors, Inc., Financial Network Investment Corporation, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. James is registered as an Investment Advisor Representative in Florida. James is licensed in Florida and holds both Series 6 and Series 7 licenses. James specializes in providing financial advice to individuals, corporations, and pension plans. His services include portfolio management, pension consulting, and family office services. James also assists his clients in selecting other advisors and managing their financial plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
Family office services
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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2
FL
01/01/2025 - Present
Blueskye Investment Advisers, LLC (ORLANDO FL)
NY
02/28/2014 - 06/04/2014
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
FL
08/23/2010 - 03/29/2012
STERNE AGEE FINANCIAL SERVICES, INC. (MELBOURNE FL)
FL
02/13/2007 - 07/02/2010
MORGAN KEEGAN & COMPANY, INC. (WEST MELBOURNE FL)
FL
03/02/2004 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (TITUSVILLE FL)
GA
02/06/1996 - 03/03/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NE
03/09/1995 - 12/29/1995
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
MN
11/17/1994 - 03/14/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
04/02/1993 - 12/06/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
09/04/1992 - 01/28/1993
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
01/24/1990 - 12/09/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/24/1990 - 12/09/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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