James Nickerson
Investment adviser representative at BMO Nesbitt Burns Securities Ltd.
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
10 yearsFirm in business
Are you James Nickerson? 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 assets
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.
- BMO Nesbitt Burns Securities Ltd.Apr 2025 to now
- BMO Nesbitt Burns Inc.Jan 2025 to now
- Cumberland Private WealthMay 2018 to Jan 2025
- Perron and Partners Wealth ManagementJun 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
BMO Nesbitt Burns Securities Ltd.
$1.2BAssets managed
1,086Clients
35Advisers
10 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
- 8177441
- Firm CRD
- 281337