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James K. Gilchrest, CMT
Managing Principal | Advisor

james@jkgcapital.com
1 (203) 571-3557
LinkedIn

CFP® Professionals

Designated Certified Financial Planners

THIRD-PARTY RELATIONSHIPS

Brokerage

Charles Schwab & Co., Inc.

Interactive Brokers

Financial Software

BlackRock Advisor Center

eMoney Advisor, LLC

MultiCharts, LLC

Research

Clearnomics

BlackRock Advisor Center

Zacks Investment Research (via Interactive Brokers)

Capital Group

Vanguard

Banking

Citibank, N.A., New York, NY

Legal 

Howard & Howard, Chicago, IL

Wolters Kluwer, Irvine, CA

Accounting

RSM US LLP, Boston, MA