Jimmy Talbot
Advisor at Global Autotrading
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
None foundExperience Industry experience
13 years
Location
Remote
Global Autotrading
Independent
Total advisors
1Clients per advisor
105 Very HighAvg AUM per client
$61,423 Very LowHNW client ratio
0% LowAbout
Jimmy Talbot is a financial advisor at Global Autotrading with 12 years of industry experience. He has worked at Gravitas Wealth Advisors, LLC since 2016 and has been with Global Autotrading since 2007. Global Autotrading provides a monthly-fee automated trading service for individual investors, trusts, and corporations, executing trades based on third-party investment newsletters chosen by clients. The firm uses a discretionary trading authority model with a focus on derivatives and automated, high-volume trading activity.
Fee options
$0 - $100,000: $70 per month for one newsletter; $30 additional for second newsletter; $10 additional for each subsequent newsletter $100,001+: Monthly fee (as above) multiplied by (Account size / $100,000) scaling factor
$70 per month for one newsletter; additional fees for more newsletters and account size scaling
Fee-only: Monthly fees starting at $70 per newsletter, scaled by account size for accounts over $100,000.
Most active in
Jimmy T has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
13 years of industry experience
Gravitas Wealth Advisors, LLC
2018 - Present • 8 years
Toronto
Gravitas Wealth Advisors, LLC
2016 - 2018 • 2 years
Toronto
Global Autotrading
2007 - Present • 19 years
Toronto
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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