James G. Bohannon
Professional summary
James Grant Bohannon, who also goes by James Bohannon, is a registered financial advisor currently at BELZBERG & CO. located in New York, New York and BELZBERG CAPITAL located in New York, New York.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. James has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 82, Series 34, Series 3, Series 7, Series 24 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Grant Bohannon's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 10, 2026 - Present
BELZBERG & CO.
Office #1: 680 Fifth Avenue 24th Floor, New York, NY 10019September 12, 2024 - Present
BELZBERG CAPITAL
Office #1: 680 5th Ave Floor 24, New York, NY 10019November 28, 2017 - September 12, 2024
OLD CITY SECURITIES LLC
July 28, 2010 - February 1, 2011
WELLS FARGO PRIME SERVICES, LLC
Primary Firm SEC Registration
BELZBERG & CO.
CRD#: 315114 / SEC#: 801-122124
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/12/2024)
(6/10/2026)
Exams
FINRA
Current Firm
BELZBERG & CO.
CRD#: 315114 / SEC#: 801-122124
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 89 |
| AUM (Assets Under Management) | $ 1,698,199,578 |
Red Flags
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