James Russell Gainspoletti
Investment adviser representative at Gainspoletti Wealth Planners
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$127MFirm assets
Are you James Russell Gainspoletti? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Gainspoletti Wealth PlannersMay 2025 to now
- Ashford Advisors.May 2025 to now
- Private Client ServicesMay 2025 to now
- Gainspoletti & AssociatesFeb 2016 to now
- Gainspoletti Financial ServicesFeb 2016 to May 2025
- Raymond James Financial Services Advisors Inc.Feb 2016 to May 2025
- Raymond James Financial ServicesJan 2016 to May 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (LA, MS, TX).
Gainspoletti Wealth Planners
Legal name: Gainspoletti Wealth Planners Advisory LLC
$127MAssets managed
250Clients
3Advisers
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
- 4696407
- Firm CRD
- 333768