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James K. Gilchrest, CMT
Managing Principal | Client Advisor

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

CFP® Professionals

Certified Financial Planner Consultants

THIRD-PARTY RELATIONSHIPS

Brokerage

Charles Schwab

Interactive Brokers

Financial Software

BlackRock Advisor Center

eMoney Advisor, LLC

MultiCharts, LLC

Research

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