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

Biography

Nadia Dubowyj, CFA, CFP
Director & Financial Advisor

nadia@jkgcapital.com
1 (855) 318-6331
LinkedIn

Biography


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

Capital Group, Los Angeles, CA

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