James R. Gibson

BLUESKYE INVESTMENT ADVISERS

Orlando, FL 32801

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CRD#: 2010655

Professional summary

James Robert Gibson, who also goes by Jim Gibson, is a registered financial advisor currently at BLUESKYE INVESTMENT ADVISERS, LLC located in Orlando, Florida.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. James has worked at 13 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Gibson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SOLID SESSION, LLC 907 E. STRAWBRIDGE AVE., STE 102 MELBOURNE, FL 32901 REAL ESTATE SOFTWARE DEVELOPMENT CO. PARTNER START DATE: 03/20/13 WORK APPROX 10 HOURS MONTHLY ON THIS PROJECT, IN DESIGN WORK. LAUNCHPAD40, LLC CROWD FUNDING FOR START-UP COMPANIES, ADMINISTRATIVE ASSISTANT, START DATE: 07/2013, WORK 4 HRS PER MONTH, ANSWERING PHONE, DIRECTING CALLS/MAIL, ETC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Gibson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 25, 2012 - Present

BLUESKYE INVESTMENT ADVISERS, LLC

Office #1: 618 E. South St Suite 500, Orlando, FL 32801

CRD#: 18272

LINCOLN, NE

Past

November 17, 1994 - March 14, 1995

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

April 2, 1993 - December 6, 1994

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

September 4, 1992 - January 28, 1993

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

January 24, 1990 - December 9, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

January 24, 1990 - December 9, 1991

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/25/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/15/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/23/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/4/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/23/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUESKYE INVESTMENT ADVISERS, LLC

BLUESKYE INVESTMENT ADVISERS, LLC | LAWRENCE, DAKOTA A WOODLAND | D.W. LAWRENCE & CO.

CRD#: 161097 / SEC#:

Florida

Registered Investment Advisory firm - (6/12/2012 Approved)

Illinois

Registered Investment Advisory firm - (12/7/2020 Terminated)

Michigan

Registered Investment Advisory firm - (3/18/2020 Terminated)

Virginia

Registered Investment Advisory firm - (3/31/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

618 E. South St Suite 500, Orlando, FL 32801

Mailing Address

Phone number

(321) 266-4360

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	176
AUM (Assets Under Management)	$ 43,400,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

James R. Gibson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Robert Gibson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WINDSOR STREET CAPITAL, LP

INTL ADVISORY CONSULTANTS INC.

STONEX SECURITIES INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

AMSOUTH INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2001

Series 63

Date: 1/23/1990

Series 7

Date: 12/4/1995

Series 6

Date: 1/23/1990

Current Firm

BLUESKYE INVESTMENT ADVISERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUESKYE INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

Contact information

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