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James Andrew Crockett

Investment adviser representative at Paul Comstock Partners
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
41 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 assetsFixed 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.

  1. First Endowment Development CorpApr 2026 to now
  2. Paul Comstock PartnersApr 2026 to now
  3. Byu-idahoDec 2025 to Apr 2026
  4. Revolution Financial ManagementMay 2025 to Dec 2025
  5. University Food ServicesMay 2024 to Jul 2025
  6. The Church of Jesus Christ of Latter-day SaintsJul 2022 to Apr 2024
  7. Crumbl CookiesApr 2022 to Jul 2022
  8. Byu-idahoJul 2021 to Apr 2022
  9. Taco CabanaFeb 2020 to Jul 2021
  10. Ronald Reagan High SchoolApr 2016 to Feb 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

Paul Comstock Partners

Legal name: First Endowment Development Corp

$2.8BAssets managed
120Clients
12Advisers
41 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
8268980
Firm CRD
105335
Advisor's SEC record (opens in a new tab)
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