JE
CFA
JE
CFA

James Ehret

10 Years of Experience
Princeton, NJ
Broker

James Ehret is a CFA-designated registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 University Square Drive, Princeton, NJ, 08540

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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.

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Employment History
Current Registrations
Blackrock Investment Management, LLC
July 2022 - Present · 4 yrs
Blackrock Investments, LLCBroker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Commonwealth Financial Network
April 2017 - January 2021 · 3 yrs 9 mos
Commonwealth Financial NetworkBroker
April 2017 - December 2018 · 1 yr 8 mos
Northwestern Mutual Investment Services,llc
January 2015 - April 2017 · 2 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
November 2014 - April 2017 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.