James Reed Gerber
Investment Adviser Representative at Integris Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Reed Gerber is an investment adviser representative with Integris Wealth Management, LLC in Monterey, CA, where they have been registered since 2026. They have worked in the securities industry since 2025 and have been registered with 4 firms, including Golden State Wealth Management, LLC and Earned Wealth Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Earned WealthOct 2024 – Jan 2025New York, NY
- The Church of Jesus Christ of Latter-Day SaintsJul 2016 – Jul 2018Denver, CO
- Brigham Young University-IdahoSep 2018 – Dec 2018Rexburg, ID
- Backcountry.comJan 2019 – Sep 2019West Valley City, UT
- Brigham Young University-IdahoSep 2019 – Jan 2021Rexburg, ID
- Richey May and Co.Jan 2021 – Apr 2021Englewood, CO
- Brigham Young University-IdahoApr 2021 – Jan 2022Rexburg, ID
- Eide BailleyJan 2022 – Mar 2022Boise, ID
- Brigham Young University-IdahoApr 2022 – Jul 2023Rexburg, ID
- Thomas DollSep 2023 – Jan 2025Walnut Creek, CA
- Earned Wealth Advisors, LLCJan 2025 – Jul 2025Walnut Creek, CA
- UnemployedJul 2025 – Nov 2025Cedar Hills, UT
- Crossroads Wealth AdvisorsDec 2025 – Jul 2026Grand Junction, CO
- LPL Financial LLCDec 2025 – Jul 2026Grand Junction, CO
- Golden State Wealth Management, LLCApr 2026 – Jul 2026Grand Junction, CO
- Integris Wealth ManagementJul 2026 – no end date reportedMonterey, CA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integris Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Monterey, CA
- SEC file number:
- 801-66376
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 15, 2026
View full firm profileOther advisors at Integris Wealth Management, LLC
11 other advisors in the directory
Similar advisors in Monterey, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Reed Gerber has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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