James
La Vine

Blackrock Investment Management, LLC

CRD#6389271
Investment Advisor
in Princeton, NJ

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About this Advisor

James La Vine is a financial advisor working out of Princeton, New Jersey with a total of 7 years of industry experience. La Vine is on the advisory team at Blackrock Investment Management, LLC. Their career trajectory has included roles at The Vanguard Group, Inc, San Diego State University, The Home Depot, Jsb Development, Acrobat Outsourcing, Bair Financial Group, Blackrock and Blackrock Investments, LLC. La Vine holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to operate in California and New Jersey. Blackrock Investment Management, LLC is a financial advisory firm based out of Princeton, NJ. It has offices in 19 locations and a total of 1,157 advisors. It handles $403 billion in assets under management among its 44,867 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 1,374 charities and foundations. Of its 44,867 accounts, 30% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Blackrock Investment Management, LLC performs a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely are based on which services the firm provides the client. Fee types billed by Blackrock Investment Management, LLC can consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1 University Square Drive
Princeton, NJ 08540

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Blackrock Investment Management, LLC Brokerage Details

Total Assets Under Management

$402,869,110,523

NJ Average: $10,121,009,343
Total Number of Employees

1,157

NJ Average: 92
Total Number of Accounts

44,867

NJ Average: 6,978
Average Account Size

$8,979,185

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

James La Vine Work History

James has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Blackrock

2016 - Present (8 years)

Blackrock Investments, LLC

2015 - 2016 (1 year)

The Vanguard Group, Inc

2014 - 2015 (1 year)

Bair Financial Group

2013 - 2013 (< 1 year)

Jsb Development

2013 - 2014 (1 year)

Acrobat Outsourcing

2012 - 2013 (1 year)

The Home Depot

2011 - 2015 (4 years)

San Diego State University

*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 La Vine to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blackrock Investment Management, LLC

Stuti Santosh
Princeton, NJ
Christopher Dole
Princeton, NJ
Mark Kinnish
San Francisco, CA
Campbell Decker
New York, NY
Qianying Pan
Princeton, NJ
Caroline Perry
Princeton, NJ
Gordon Stead
Boston, MA
Kara Cady-Sawyer
Princeton, NJ

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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