James Reed Gerber
Investment adviser representative at Integris Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$812MFirm assets
20 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 fee
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.
- Integris Wealth Management, LLCJul 2026 to now
- Golden State Wealth Management, LLCApr 2026 to Jul 2026
- Crossroads Wealth AdvisorsDec 2025 to Jul 2026
- LPL Financial LLCDec 2025 to Jul 2026
- UnemployedJul 2025 to Nov 2025
- Earned Wealth Advisors, LLCJan 2025 to Jul 2025
- Earned WealthOct 2024 to Jan 2025
- Thomas DollSep 2023 to Jan 2025
- Brigham Young University-idahoApr 2022 to Jul 2023
- Eide BailleyJan 2022 to Mar 2022
- Brigham Young University-idahoApr 2021 to Jan 2022
- Richey May and Co.Jan 2021 to Apr 2021
- Brigham Young University-idahoSep 2019 to Jan 2021
- Backcountry.comJan 2019 to Sep 2019
- Brigham Young University-idahoSep 2018 to Dec 2018
- The Church of Jesus Christ of Latter-day SaintsJul 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Integris Wealth Management, LLC
$812MAssets managed
355Clients
12Advisers
20 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
- 7993592
- Firm CRD
- 111336