James Rice, financial advisor West Hartford CT

James Rice

CRD Number: 4088411
Current Firm: Jqr Capital Management, LLC

James Rice (CRD# 4088411) is an Investment Advisor Representative working at Jqr Capital Management, LLC in West Hartford, CT and has over 20 years of experience in the finance industry.

Similar Advisors
Charles Green, financial advisor West Hartford CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Similar Advisors
Anthony Leonardi, financial advisor West Hartford CT
Anthony M. Leonardi
CRD# 2626796
Lincoln Financial Advisors Corporation
Similar Advisors
Richard Lopresti, financial advisor West Hartford CT
Richard C. Lopresti
CRD# 4297910
Milestone Asset Management Group, LLC
Professional Designations
Company Name Location Dates Years
Jqr Capital Management, LLC Granby, NY Oct 2014 - Current 9
Unemployed Granby, CT Jun 2014 - Oct 2014 < 1
Edward Jones St Louis, MO Nov 2012 - Jun 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2004
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for James Q. Rice
Phone Number: 860-325-0330
Registered State(s):
  • CT
Current Firm Details
Jqr Capital Management, LLC
Firm's CRD Number: 173950
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $61,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.