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James Raymond Gerhart

New Perspectives, Inc.

Ridgeland, MS

CRD 8193638

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Employer firm

New Perspectives, Inc. CRD 113925

$309M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
New Perspectives, Inc.

303 Highland Park Cove Suite B, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-12-12
MS RA APPROVED 2025-12-12
NC RA APPROVED 2025-12-12
  • AL RA
    APPROVED
    Since 2025-12-12
  • MS RA
    APPROVED
    Since 2025-12-12
  • NC RA
    APPROVED
    Since 2025-12-12

Branch Locations

303 Highland Park Cove Suite B, Ridgeland, MS 39157 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Perspectives, Inc Ridgeland MS 08/2025 Present
University Of Southern Mississippi Foundation Hattiesburg MS 11/2022 07/2025
Pixoul Dallas TX 06/2022 10/2022
University Of Southern Mississippi Hattiesburg MS 11/2015 06/2022
  • 08/2025 → Present
    Ridgeland, MS
  • 11/2022 → 07/2025
    University Of Southern Mississippi Foundation
    Hattiesburg, MS
  • 06/2022 → 10/2022
    Pixoul
    Dallas, TX
  • 11/2015 → 06/2022
    University Of Southern Mississippi
    Hattiesburg, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-12
  • S65 Uniform Investment Adviser Law Examination
    2025-12-12
Other Names
  • Jr Gerhart

View on SEC IAPD

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