James Edward Slater

Employer firm

Abbit Management Corp CRD 110507

$252M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2012 → Present
  Abbit Management Corp.
  Grand Haven, MI

Previous Registrations

• 2012-01-18 → 2012-05-01
  Pnc Capital Advisors Llc
  Grand Rapids, MI
• 2009-11-13 → 2009-12-31
  Pnc Wealth Management Llc
  Grand Rapids, MI
• 2008-10-08 → 2009-11-13
  Natcity Investments, Inc.
  Grand Rapids, MI
  Grand Rapids, MI
• 2008-03-12 → 2008-08-18
  J.P. Morgan Securities Inc.
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2008-03-06
• S63 Uniform Securities Agent State Law Examination
  1991-02-15

Other Names

• James E Slater
• Jim Slater