James Todd Kirshbaum
Investment adviser representative at Delta Asset Management, LLC
14 yearsExperience
1 stateRegistered in
$1.5BFirm assets
24 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Delta Asset Management, LLCOct 2025 to now
- Raymond James & Associates, Inc.Apr 2012 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Delta Asset Management, LLC
$1.5BAssets managed
556Clients
5Advisers
24 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
- 2922684
- Firm CRD
- 113688