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James Robert St.pierre

Everhart Advisors

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About James Robert St.pierre

James Robert St.pierre is a licensed Investment Advisor Representative registered with Everhart Advisors in Miamisburg, OH. James has been in the industry since 2014 and has experience working at MID ATLANTIC CAPITAL CORPORATION. James has Series 6 and SIE licenses. James is also a licensed insurance agent in the state of Ohio. Everhart Advisors, a registered investment advisor, is headquartered in Dublin, Ohio. The firm offers investment management, financial planning, educational seminars and pension consulting services to individuals, families and institutions.

Firm Information

James St.pierre is currently registered with Everhart Advisors. Everhart Advisors, based in Dublin, OH, is a registered investment advisor with over 1445 million in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They are also the publisher of periodicals. Everhart Advisors serves clients across various categories, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm employs 8 licensed agents and 22 investment advisor representatives.
Everhart Advisors

535 METRO PLACE SOUTH

DUBLIN, OH 43017

$1.45B

Assets Under Management

493

Total Clients

27

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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James St.pierre’s Registration & Firm History

OH

03/17/2016 - Present

Everhart Advisors (Miamisburg OH)

OH

09/22/2014 - 12/31/2019

MID ATLANTIC CAPITAL CORPORATION (MIAMISBURG OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Robert St.pierre.
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