James Raymond Gerhart
Investment adviser representative at New Perspectives, Inc.
11 yearsExperience
3 statesRegistered in
$308.7MFirm assets
8 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
11 years in the industry.
- New Perspectives, Inc.Aug 2025 to now
- University of Southern Mississippi FoundationNov 2022 to Jul 2025
- PixoulJun 2022 to Oct 2022
- University of Southern MississippiNov 2015 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (AL, MS, NC).
New Perspectives, Inc.
$308.7MAssets managed
423Clients
4Advisers
8 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
- 8193638
- Firm CRD
- 113925