James
Latimer
Siebert Advisornxt, Inc
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About this Advisor
James Latimer is a financial advisor operating in Jersey City, New Jersey with a total of 4 years of relevant experience. Latimer currently works for Siebert Advisornxt, Inc. Latimer has gained experience at Fiserv Investor Services, Inc, Tradestar Investments, Inc and Stockcross Financial Services, Inc. Latimer holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Siebert Advisornxt, Inc is a business operating out of Jersey City, NJ. It has offices in six locations and a total of 38 employees. It has $164 million in total assets across its 434 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 434 accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Siebert Advisornxt, Inc offers a set of services, including portfolio management for individuals and small businesses and other services. Fees charged by financial advisors typically are based on the services. However, fees charged by Siebert Advisornxt, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Siebert Advisornxt, Inc Brokerage Details
$163,624,000
38
434
$377,014
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
James Latimer Work History
James has been registered as a financial advisor for 4 years.*
Stockcross Financial Services, Inc
Tradestar Investments, Inc
Fiserv Investor Services, Inc
*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 Latimer 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 Siebert Advisornxt, Inc
Jersey City, NJ
Calabasas, CA
Jersey City, NJ
Jersey City, NJ
Jersey City, NJ
Beverly Hills, CA
Beverly Hills, CA
Troy, MI
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