A complete list of active advisors currently associated with JW Golden Gate Investment, LLC
Warmer can help you find a great advisor at JW Golden Gate Investment, LLC or one who fits your needs even better.
JW Golden Gate Investment, LLC is a small independent registered investment adviser that provides ongoing portfolio management to individual and high‑net‑worth clients, focusing primarily on mutual funds, equities, and ETFs and documenting objectives in an Investment Policy Statement for each client. The firm’s client base is concentrated toward high‑net‑worth individuals rather than typical lower‑net‑worth retail clients, which is less common among peers. The firm combines long‑term trading with multiple methods of analysis — charting, cyclical, fundamental, and technical — and monitors accounts at least quarterly, generally seeking discretionary authority to implement investment decisions. Clients are required to use a specific custodian (LPL Financial) and receive written account reports from that custodian. Noteworthy differences from many independent advisers include that the firm’s principal also serves as a registered representative of a broker‑dealer and as a licensed insurance agent and accepts commission‑based compensation for sales of securities and insurance products, a disclosed conflict of interest the firm documents in client files. The practice is a solo operation with a very small client roster, does not aggregate trades for multiple clients, and acknowledges the potential receipt of soft‑dollar research or services from its custodian.
To learn more about the advisors currently working at JW Golden Gate Investment, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fremont, CA
| 29
|
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