JG
JG

James Gibbons

27 Years of Experience
Annapolis, MD
Broker

James Gibbons is a registered investment advisor at Thurston Springer Advisors, based in Annapolis, MD, with 27 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
6,759 clients
Average Client Portfolio
$544K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$25K

Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.

Loading...

Location

1997 Annapolis Exchange Parkway, Annapolis Center, Ste. 300, Annapolis, MD, 21401

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 has several outside business activities, including 100% ownership with his spouse in Rhode Bay Enterprises, 100% ownership in Alpha Pointe Capital JG, 50% ownership in G & M Investment Group, and 30% ownership in Rocky Bay Enterprises. He also dedicates minimal time to Chesa Tech, Maryland Tech Council, High Tech Navigators/HTN, and GDG Annapolis-Google Developers Group.

Employment History
Current Registrations
Thurston Springer Advisors
March 2022 - Present · 4 yrs 2 mos
Thurston, Springer, Miller, Herd & Titak, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Thurston, Springer, Miller, Herd & Titak, INC.
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2012 - March 2022 · 10 yrs
Wells Fargo Advisors Financial Network, LLC
March 2012 - March 2022 · 10 yrs
RBC Capital Markets, LLC
March 2009 - March 2012 · 3 yrs
RBC Capital Markets, LLCBroker
March 2009 - March 2012 · 3 yrs
Ferris, Baker Watts, LLC
April 2001 - March 2009 · 7 yrs 11 mos
Ferris, Baker Watts, LLCBroker
September 1998 - March 2009 · 10 yrs 6 mos
State Registrations17 states
CACODCDEFLGAMDMOMSNJNYPASCTXVAWIWV
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.
James Gibbons - Financial Advisor | TrueAdvisor