David James Mcgowan
Investment adviser representative at James Investment Research Inc
11 yearsExperience
1 stateRegistered in
$1.2BFirm assets
50 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- James Investment Research, Inc.Jan 2022 to now
- Alps Distributors, Inc.Jul 2017 to now
- James Capital Alliance, Inc.Aug 2015 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
James Investment Research Inc
$1.2BAssets managed
431Clients
8Advisers
50 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
- 6694483
- Firm CRD
- 110433