The JKG Team
James K. Gilchrest, CMT
Managing Principal | Advisor
james@jkgcapital.com
1 (203) 571-3557
LinkedIn
Support From a Team of Professionals at Charles Schwab
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