James Gordon Kish
Investment adviser representative at Globalt Investments
10 yearsExperience
1 stateRegistered in
$3BFirm assets
2 yearsFirm in business
Are you James Gordon Kish? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Globalt InvestmentsNov 2023 to now
- Globalt Investments, Sid Synovus Trust Co, Succesor Globalt IncJun 2017 to now
- UnemployedMar 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (GA).
Globalt Investments
Legal name: Globalt Investments LLC
$3BAssets managed
3,248Clients
12Advisers
2 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
- 2506265
- Firm CRD
- 328039