National Retirement Planning Experts

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James K. Gilchrest

JKG Capital LLC

55 Greens Farms RD Suite 200

Westport, CT 06880
(203) 5713557

Expert Advice. Custom Solutions.

About JKG Capital LLC

JKG CAPITAL LLC (JKG) is a boutique Registered Investment Adviser (RIA) to individuals and families. The firm is based in Westport, Connecticut. As a RIA, JKG is held to a fiduciary standard and puts its Clients' interests first. JKG uses expertise and technology to provide effective financial solutions.

Financial Planning by a Certified Financial Planner (CFP®).

Portfolio Management by a Chartered Market Technician (CMT®).

Team designations include: CFA®, CFP®, CMT®

General Information

Firm Start Year

2012

CRD#

4707780

Firm CRD#

284609

Years of Experience in Financial Services

20+

Number of Years with Current Firm

7

Services

Investment Types

Stocks, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds

I can meet clients in the following ways

At your office, Via email, Via phone, At my office, At your home, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Market Technician (CMT)

Securities Licenses

Series 65

Financial Organization Memberships

CMT Association

Non-Financial Organization Memberships

Toastmasters International

Compensation and Fees

Fee Structure

I am a fee-only financial professional

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Education

BA - Economics with Concentration in Business Admin

Boston University
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