James Grant Bohannon
Investment adviser representative at Belzberg & Co.
10 yearsExperience
2 statesRegistered in
$2.3BFirm assets
5 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Belzberg CapitalSep 2024 to now
- Everberg CapitalSep 2024 to now
- Belzberg & Co.May 2023 to now
- Maeson GroupJul 2017 to now
- Rose Park Advisors, LLCJun 2022 to May 2023
- Circleup Inc.Jan 2020 to Jun 2022
- Old City SecuritiesAug 2017 to Sep 2024
- Independant MusicianJul 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Belzberg & Co.
Legal name: Belzberg Investments LLC
$2.3BAssets managed
117Clients
6Advisers
5 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
- 5719332
- Firm CRD
- 315114