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JG

James R. Gow

M1 FINANCE LLC
CHICAGO, IL 60601
Some features on this profile are disabled
CRD#: 5031255
JG

Professional summary


James Robert Gow SR, who also goes by James Robert Gow, Jim Robert Gow Sr, Jim Robert Gow, James Gowsr, is a registered financial professional currently at M1 FINANCE LLC located in Chicago, Illinois.

James is registered as a RR (Registered Representative) and started their career in finance in 2005. James has worked at 7 firms and has passed the Series 66, Series 99TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Robert Gow | Jim Robert Gow Sr | Jim Robert Gow | James Gowsr

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) - BD


Click below to view James Robert Gow SR'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

March 29, 2023 - Present

M1 FINANCE LLC

Office #1: 200 N Lasalle Street, Suite 810, Chicago, IL 60601
BD
CRD#: 281242
CHICAGO, IL
Past

October 12, 2022 - March 10, 2023

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

July 8, 2014 - August 24, 2021

AXOS CLEARING LLC

BD
CRD#: 117176
OMAHA, NE
Past

May 28, 2014 - July 7, 2014

MORGAN STANLEY

BD
CRD#: 149777
BALTIMORE, MD
Past

April 15, 2013 - January 2, 2014

AXOS CLEARING LLC

BD
CRD#: 117176
OMAHA, NE
Past

August 20, 2012 - April 4, 2013

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
OMAHA, NE
Past

July 15, 2010 - July 20, 2012

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
OMAHA, NE
Past

April 11, 2006 - August 2, 2007

NATIONAL INVESTOR SERVICES CORP.

BD
CRD#: 39410
BELLEVUE, NE
Past

October 6, 2005 - September 10, 2008

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
BELLEVUE, NE

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(3/29/2023)
RR
Nebraska
(5/13/2024)
RR
Oklahoma
(8/17/2023)
RR
Texas
(3/29/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/28/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/14/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MF
M1 FINANCE LLC
M1 FINANCE LLC

CRD#: 281242 / SEC#: , 8-69670

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
200 N Lasalle Street, Suite 810, Chicago, IL 60601
Mailing Address
200 N Lasalle Street, Suite 810, Chicago, IL 60601
Phone number
(312) 600-2883
Established
Delaware since 02/25/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
M1 HOLDINGS INCSOLE OWNER HOLDING CO.
BARNES, BRIAN RANDALLCEO6546822
BURGER, JACOB EDWARDFINOP/ PFO7440036
FINNERAN, RYAN EDWARDPOO6496460
HINGER, TEALEE MARIECCO3128513

Disclosures


Regulatory Event3

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.

Company Information


M1 FINANCE LLC

CRD#: 281242Chicago, IL 60601

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