James Reed Gerber

Employer firm

Integris Wealth Management, LLC CRD 111336

$812M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2024 → 01/2025
  Earned Wealth
  New York, NY
• 07/2016 → 07/2018
  The Church Of Jesus Christ Of Latter-Day Saints
  Denver, CO
• 09/2018 → 12/2018
  Brigham Young University-Idaho
  Rexburg, ID
• 01/2019 → 09/2019
  Backcountry.cOm
  West Valley City, UT
• 09/2019 → 01/2021
  Brigham Young University-Idaho
  Rexburg, ID
• 01/2021 → 04/2021
  Richey May And Co.
  Englewood, CO
• 04/2021 → 01/2022
  Brigham Young University-Idaho
  Rexburg, ID
• 01/2022 → 03/2022
  Eide Bailley
  Boise, ID
• 04/2022 → 07/2023
  Brigham Young University-Idaho
  Rexburg, ID
• 09/2023 → 01/2025
  Thomas Doll
  Walnut Creek, CA
• 01/2025 → 07/2025
  Earned Wealth Advisors, Llc
  Walnut Creek, CA
• 07/2025 → 11/2025
  Unemployed
  Cedar Hills, UT
• 12/2025 → 07/2026
  Crossroads Wealth Advisors
  Grand Junction, CO
• 12/2025 → 07/2026
  Lpl Financial Llc
  Grand Junction, CO
• 04/2026 → 07/2026
  Golden State Wealth Management, Llc
  Grand Junction, CO
• 07/2026 → Present
  Integris Wealth Management
  Monterey, CA

Previous Registrations

• 2026-04-08 → 2026-07-14
  Golden State Wealth Management, Llc
  Powell, WY
  Grand Junction, CO
• 2024-10-14 → 2025-07-15
  Earned Wealth Advisors, Llc
  Walnut Creek, CA
• 2024-10-14 → 2025-01-04
  Earned Wealth
  Walnut Creek, CA
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-25
• S65 Uniform Investment Adviser Law Examination
  2024-09-30