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Jamie Sherr
32 Years of Experience
New York, NY
1 DisclosureBroker
Jamie Sherr is a registered investment advisor at Gilder Gagnon Howe & CO. LLC, based in New York, NY, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 5,896 clients with $12B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
31 advisors
Number of Clients
5,896 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.6B
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
GGHC offers investment management services where the firm makes all the investment decisions for you. The fees depend on the type of account you have:
- Non-retirement accounts: You pay a commission on each trade. Expect to pay 3%-5% of the account value annually, but it could be as high as 8% or more depending on trading activity.
- Retirement accounts: You pay an annual fee of 2.5% of the account value, charged monthly. This fee covers investment advice, trade execution, custody, and reporting.
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Location
475 Tenth Avenue, 12th Floor, New York, NY, 10018-1120
Get directionsHistory
Regulatory History (1)
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Regulatory
December 2001Final
Employment History
Current Registrations
Gilder Gagnon Howe & CO. LLCBroker
October 2022 - Present · 3 yrs 7 mos
Gilder Gagnon Howe & CO. LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
National Asset Management, INC.
March 2018 - March 2021 · 3 yrs
National Securities CorporationBroker
July 2015 - March 2021 · 5 yrs 8 mos
Fcg Advisors, LLCBroker
November 2013 - May 2014 · 6 mos
Fcg Advisors, LLCBroker
June 1996 - December 2011 · 15 yrs 6 mos
Financial Consultant Group IncorporatedBroker
May 1990 - December 1996 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1989 - March 1990 · 1 yr
State Registrations51 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.