James Eric Damschroder
Professional Summary
James Eric Damschroder, who also goes by Jim Eric Damschroder, Jim Damschroder, is a registered financial advisor currently at GRAVITY CAPITAL PARTNERS, LLC located in Arvada, Colorado. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. James has worked at 2 firms and has passed the Series 65, Series 66, Series 7 and Series 3 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jim Eric Damschroder, Jim Damschroder
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
GRAVITY CAPITAL PARTNERS, LLC | PORTFOLIO THINKTANK | PORTFOLIO THINK TANK | GRAVITY INVESTMENTS INC.
Contact Information
Main Address
Arvada, COPhone Number
(970) 472-8489# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2AUM (Assets Under Management)
$10,647,764Similar Advisors
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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.
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Primary Firm SEC Registration
GRAVITY CAPITAL PARTNERS, LLC | PORTFOLIO THINKTANK | PORTFOLIO THINK TANK | GRAVITY INVESTMENTS INC.
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Eric Damschroder's CRS (Customer Relationship Summary).
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