James Patton Webb

Current Employers

Employment History

• 09/2010 → 11/2017
  Dba J. P. Webb Advisory
  The Woodlands, TX
• 02/2013 → 11/2017
  Ims Financial Advisors, Inc.
  Houston, TX
• 02/2013 → 11/2017
  Ims Securities, Inc.
  Houston, TX
• 11/2017 → 04/2018
  Rhame & Gorrell Wealth Management, Llc
  The Woodlands, TX
• 05/2018 → 12/2023
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 08/2012 → 08/2019
  James P. Webb
  Conroe, TX
• 06/2020 → 12/2020
  Symmetry Financial Group
  North Liberty, IA
• 08/2020 → Present
  James Patton Webb
  Harrisburg, PA
• 08/2020 → 12/2020
  Dialog-Direct
  Denison, TX
• 01/2021 → 05/2021
  Mustard Seed Realtors
  The Woodlands, TX
• 01/2020 → Present
  Gerson Lehrman Group
  Austin, TX
• 05/2021 → Present
  Red Door Realty & Associates
  Conroe, TX
• 12/2023 → Present
  Stirlingshire Investments
  Nyc, NY

Previous Registrations

• 2018-05-25 → 2023-12-21
  United Planners' Financial Services Of America A Limited Partner
  Bay City, TX
  Conroe, TX
• 2017-11-14 → 2018-05-31
  Rhame & Gorrell Wealth Management
  The Woodlands, TX
• 2013-02-13 → 2017-11-09
  Westpark Wealth Advisors, Inc.
  The Woodlands, TX
  Houston, TX
  Conroe, TX
• 2010-08-20 → 2013-02-13
  First Independent Advisory Services, Inc.
  The Woodlands, TX
• 2008-09-16 → 2010-08-04
  Woodlands Asset Management Inc
  The Woodlands, TX
• 2003-01-02 → 2009-01-02
  Garcia Hamilton & Associates Lp
  Houston, TX
• 2006-02-14 → 2008-09-08
  Perseides Partners, Llc
  Las Vegas, NV

Other Businesses

1.) Plumbers Union Local 68-Consultant- Ed and Enroll assist in Voluntary Deferred Comp Plan -2 hr/ month 1/1/2013 2.) Woodlands Church-BOD-4hr/month 9/1/1996 3.) GERSON LEHRMAN GROUP - COUNCIL MEMBER - CONSULTING SERVICES - AUSTIN, TX - SINCE 01/2020 - NOT INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-10-24
• S65 Uniform Investment Adviser Law Examination
  1992-07-07

Designations

Other Names

• James P Webb
• Jim Webb