James Raoul Gura
Investment adviser representative at Stonebridge Financial Group, LLC
13 yearsExperience
2 statesRegistered in
$2.4BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Stonebridge Financial Group, LLCNov 2018 to now
- Commonwealth Financial NetworkNov 2018 to Sep 2025
- Oppenheimer & Co. Inc.Sep 2013 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Stonebridge Financial Group, LLC
$2.4BAssets managed
805Clients
7Advisers
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
- 5988241
- Firm CRD
- 337972