Featured Business Financial Advisor in Westport, CT
Westport Financial Advisors
JKG Capital LLC
55 Greens Farms RD Suite 200
Westport, CT 06880
Phone Number
“Expert Advice. Custom Solutions.”
Advisor Profile
James K. Gilchrest
Name:  James K. Gilchrest
Website:  Visit Website

About JKG Capital LLC

JKG CAPITAL LLC (JKG) is a boutique Registered Investment Adviser (RIA) to individuals and families. The firm is based in Westport, Connecticut. As a RIA, JKG is held to a fiduciary standard and puts its Clients' interests first. JKG uses expertise and technology to provide effective financial solutions.

Financial Planning by a Certified Financial Planner (CFP).

Portfolio Management by a Chartered Market Technician (CMT).

Team designations include: CFA, CFP, CMT

General Information

CRD#:    4707780
Firm CRD#:    284609
States Willing to do Business in:   
Years of Experience in Financial Services:    20+
Number of Years with Current Firm:    7


Investment Types:    Stocks, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Bonds
I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Market Technician (CMT)
Securities Licenses:    Series 65
Financial Organization Memberships:    CMT Association
Non-Financial Organization Memberships:    Toastmasters International


Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets
Prepared By: James K. Gilchrest
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