JG
James R. Gerber
INTEGRIS WEALTH MANAGEMENT
MONTEREY, CA 93940
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CRD#: 7993592
JG
James Reed GerberINTEGRIS WEALTH MANAGEMENT
Professional summary
James Reed Gerber is a registered financial advisor currently at INTEGRIS WEALTH MANAGEMENT, LLC located in Monterey, California.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. James has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
None
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.
1. 01/2026 - Crossroads Wealth Advisors - DBA for LPL Business (entity for LPL business) -Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - Start Date 01/22/2026 2. 02/24/2026 - Golden State Wealth Management LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 12/09/2025 - 160 hours per month/ during trading - I provide administrative support to Golden State Wealth Management, LLC an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view James Reed Gerber'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®
NoneExperience
Current
August 5, 2026 - Present
INTEGRIS WEALTH MANAGEMENT, LLC
Office #1: 435 Washington Street Suite A, Monterey, CA 93940RIA
CRD#: 111336
MONTEREY, CA
Past
April 8, 2026 - July 14, 2026
GOLDEN STATE WEALTH MANAGEMENT, LLC
RIA
CRD#: 167995
Grand Junction, CO
Past
March 4, 2026 - August 3, 2026
LPL FINANCIAL LLC
BD
CRD#: 6413
GRAND JUNCTION, CO
Past
October 14, 2024 - January 4, 2025
EARNED WEALTH
RIA
CRD#: 316933
WALNUT CREEK, CA
Past
October 14, 2024 - July 15, 2025
EARNED WEALTH ADVISORS, LLC
RIA
CRD#: 108052
WALNUT CREEK, CA
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".
INTEGRIS WEALTH MANAGEMENT, LLC
GIFFORD LEHMAN ADVISORY SERVICES | LEHMAN, GIFFORD R | LEHMAN & LEAVY WEALTH MANAGEMENT | L&L WEALTH MANAGEMENT, LLC | INTEGRIS WEALTH MANAGEMENT, LLC | GIFFORD ROBERT LEHMAN
CRD#: 111336 / SEC#: 801-66376
RIA
Registered Investment Advisory firm - (3/13/2006 Approved)California
Registered Investment Advisory firm - (3/20/2006 Terminated)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
California(8/5/2026)
IAR
Texas(8/5/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/4/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
INTEGRIS WEALTH MANAGEMENT, LLC
GIFFORD LEHMAN ADVISORY SERVICES | LEHMAN, GIFFORD R | LEHMAN & LEAVY WEALTH MANAGEMENT | L&L WEALTH MANAGEMENT, LLC | INTEGRIS WEALTH MANAGEMENT, LLC | GIFFORD ROBERT LEHMAN
CRD#: 111336 / SEC#: 801-66376
RIA
Registered Investment Advisory firm - (3/13/2006 Approved)California
Registered Investment Advisory firm - (3/20/2006 Terminated)Loading...
Contact information
Main Address
435 Washington Street Suite A, Monterey, CA 93940
Mailing Address
Phone number
(831) 333-1717
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,037 |
| AUM (Assets Under Management) | $ 635,103,248 |
Red Flags
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Company Information
INTEGRIS WEALTH MANAGEMENT, LLC
CRD#: 111336Monterey, CA 93940TRUST BUT VERIFY
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