James C Gebhardt
Investment adviser representative at Gebhardt Group, Inc
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$346.4MFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Gebhardt Group, Inc.Apr 2005 to now
- 401k Masters, LLCOct 2014 to Jun 2019
- Integrity Alliance LLCFeb 2011 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (CA, NV, NY).
Gebhardt Group, Inc
$346.4MAssets managed
232Clients
3Advisers
11 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
- 2737003
- Firm CRD
- 142903