JG
JG

James Robert Gibson

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
62 clients
Average Client Portfolio
$700K average
Assets Under Management
$43.4M

Fee Structure

Minimum Investment:$15K
Financial Planning:Investment management only
Minimum Annual Fee:$300
Loading...

Location

618 E. South St, Suite 500, Orlando, FL, 32801

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

James is a partner in Solid Session, LLC, a real estate software development company, dedicating a few hours per week to design work. He also works minimal time as an administrative assistant for Launchpad40, LLC, a crowd funding company.

Employment History
Current Registrations
Blueskye Investment Advisers, LLC
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
Sterne Agee Investment Advisors, INC.
January 2011 - March 2012 · 1 yr 2 mos
Morgan Keegan & Company, INC.
March 2007 - July 2010 · 3 yrs 4 mos
Amsouth Investment Management Company LLC
March 2004 - February 2007 · 2 yrs 11 mos
Suntrust Securities, INC.
April 1996 - March 2004 · 7 yrs 11 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
James Robert Gibson - Financial Advisor | TrueAdvisor