JL
JL

James Richard Lamar

15 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
29 advisors
Number of Clients
5,896 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$11.6B

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

475 Tenth Avenue, New York, NY, 10018

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

James is a co-founder and advisor for AT4k, a healthcare diagnosis company, since July 2024. He advises the organization on operational execution, dedicating a few hours per week.

Employment History
Current Registrations
Gilder Gagnon Howe & CO. LLC
May 2021 - Present · 4 yrs 9 mos
Gilder Gagnon Howe & CO. LLCBroker
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Legg Mason Wood Walker, IncorporatedBroker
November 2003 - August 2005 · 1 yr 9 mos
State Registrations50 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.