James C Gebhardt
Also appears in the source record as: James Gebhardt; Jim Gebhardt
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Inactive
- Investment adviser registration
- Active
- Exams passed
- Not yet retrieved from the source record
- Registered states
- Not yet retrieved from the source record
- Years in the industry
- Not yet retrieved from the source record
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2737003 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- Gebhardt Group, Inc
- Firm CRD
- 142903
- SEC number
- 801-80379
- Assets under management
- $346.4M as of Mar 12, 2026
- Website
- www.gebhardtgroupinc.com ↗
- Phone
- 925-283-9150
- Firm location
- Lafayette, CA, 94549
Employment history (1)
From the source registration record · current first
-
start not retrieved → present
Source & corrections
Where this page comes from
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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.