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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 Wilcox is an Investment Advisor Representative with Catalytic Wealth Management in Jackson, Wyoming. James has over 20 years of experience in the financial services industry, previously working with First Republic Securities Company, LLC and Goldman Sachs & Co. LLC. James is registered as an investment advisor in Wyoming and Texas. James holds the Series 3, 7, 63, 65, and 66 licenses and has passed the SIE and Series 57TO exams. James specializes in providing financial planning, portfolio management, and selection of other advisors to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
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.
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.
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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WY
10/29/2023 - Present
Catalytic Wealth Management (Jackson WY)
CA
01/16/2018 - 10/02/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
NY
10/24/2000 - 02/09/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
IA
Issued 05/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
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