James Christian Gates
Investment adviser representative at Superior Planning Wealth Management & Family Office
18 yearsExperience
1 stateRegistered in
$349.6MFirm assets
1 yearFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Superior Planning Wealth Management & Family OfficeSep 2024 to now
- Superior Planning, LLCSep 2024 to now
- Gates Financial Services, Inc.Aug 2017 to now
- Bsa Financial Network & Insurance Services, Inc.May 2017 to now
- Superior Planning Financial Solutions Fka Calpro NetworkMay 2017 to now
- Planmember Securities CorporationSep 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Superior Planning Wealth Management & Family Office
Legal name: Superior Planning, LLC
$349.6MAssets managed
516Clients
13Advisers
1 yearIn 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
- 2858866
- Firm CRD
- 130711