James P. Haire

BRAVE FAMILY ADVISORS

Summit, NJ 07901

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CRD#: 4953517

Professional summary

James Patrick Haire, who also goes by Jamie Haire, is a registered financial advisor currently at BRAVE FAMILY ADVISORS located in Summit, New Jersey.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. James has worked at 2 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Haire

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Patrick Haire's CRS (Customer Relationship Summary).

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

August 14, 2019 - Present

BRAVE FAMILY ADVISORS

Office #1: 47 Summit Avenue, Summit, NJ 07901

RIA

CRD#: 108512

Summit, NJ

Past

June 8, 2005 - July 13, 2010

KNIGHT CAPITAL AMERICAS, L.P.

CRD#: 38599

JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRAVE FAMILY ADVISORS

BRAVE ASSET MANAGEMENT, INC. | BRAVE FAMILY ADVISORS

CRD#: 108512 / SEC#: 801-42617

RIA

Registered Investment Advisory firm - (10/29/1992 Approved)

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

New Jersey
(8/14/2019)

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 65

Date: 8/13/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/29/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 7/6/2005

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 6/7/2005

General Securities Representative Examination

Current Firm

BRAVE FAMILY ADVISORS

BRAVE ASSET MANAGEMENT, INC. | BRAVE FAMILY ADVISORS

CRD#: 108512 / SEC#: 801-42617

RIA

Registered Investment Advisory firm - (10/29/1992 Approved)

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Contact information

Main Address

47 Summit Avenue, Summit, NJ 07901

Mailing Address

Phone number

(908) 522-8822

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRAVE ASSET MANAGEMENT, INC. (3/21/2025)

Regulatory assets under management

Total Number of Accounts	882
AUM (Assets Under Management)	$ 542,786,417

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.

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James P. Haire

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Patrick Haire's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRAVE FAMILY ADVISORS

KNIGHT CAPITAL AMERICAS, L.P.

Primary Firm SEC Registration

BRAVE FAMILY ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2019

Series 63

Date: 7/29/2005

Series 55

Date: 7/6/2005

Series 7

Date: 6/7/2005

Current Firm

BRAVE FAMILY ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRAVE FAMILY ADVISORS

TRUST BUT VERIFY

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