Professionals
Check the background of this investment professional on FINRA’s BrokerCheck.
James K. Gilchrest, CMT
Managing Principal
james@jkgcapital.com
1 (855) 318-6331
LinkedIn
Nadia Dubowyj, CFA, CFP
Director & Financial Advisor
nadia@jkgcapital.com
1 (855) 318-6331
LinkedIn
THIRD PARTY RELATIONSHIPS
Brokerage
Interactive Brokers LLC, Greenwich, CT
Capital Group, Los Angeles, CA
Financial Software
eMoney Advisor, LLC, Philadelphia, PA
Riskalyze Inc., Auburn, CA
MultiCharts, LLC, Westerville, OH
Research
Thomson Reuters, Eagan, MN (via Interactive Brokers)
Ned Davis Research, Venice, FL
Vanguard, Valley Forge, PA
Banking
Citibank, N.A., New York, NY
Legal
Howard & Howard, Chicago, IL
Wolters Kluwer, Irvine, CA
Accounting
RSM US LLP, Boston, MA