James
Shawver
Blackridge Asset Management, LLC
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About this Advisor
James Shawver is a financial advisor working in Jupiter, Florida with a total of 3 years of industry experience. Shawver is an employee of Blackridge Asset Management, LLC. Their career trajectory has included roles at Newbridge Securities Corporation, Isaacson Tax & Estate Advisors, Inc, Independent Finacial Group, Blackridge Asset Management, LLC and Peak Brokerage Services, LLC. Shawver holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Blackridge Asset Management, LLC is a financial advisory firm that has its headquarters in Jupiter, FL. The investment advisory business has offices in 61 locations and a total of 80 employees. It has $143 million in assets between its 806 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 806 accounts, just 7% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Blackridge Asset Management, LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which services are offered. Fees charged by Blackridge Asset Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blackridge Asset Management, LLC Brokerage Details
$142,558,285
80
806
$176,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
James Shawver Work History
James has been registered as a financial advisor for 3 years.*
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Isaacson Tax & Estate Advisors, Inc
Independent Finacial Group
Newbridge Securities Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Shawver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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