James Michael Birks
Investment adviser representative at Birks Financial Corp.
37 yearsExperience
2 statesRegistered in
$290.6MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
37 years in the industry.
- Birks Financial CorporationSep 1996 to now
- Signator Investors, Inc.Jul 1989 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MA, VA).
Birks Financial Corp.
$290.6MAssets managed
159Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2216533
- Firm CRD
- 118623