Janney Montgomery Scott
46yrs
Top advisor by experience in Aiken
35yrs
Based in Aiken, South Carolina, James Gilbert is a fiduciary financial advisor with 35 years of industry experience. James has been with Osaic Wealth since 2024; before that, James spent 18 years at Woodbury Financial Services and a year at MML Investors Services. James holds the CFP® designation.
One of 56 advisors with offices in Aiken, and one of 55 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 8% by experience in South Carolina
OfficeAiken, SC
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2006 – 2024Woodbury Financial Services, Inc.Previously
- Jan 2005 – Jun 2006MML Investors Services, LLCPreviously
- 1992 – 2004Equitable Advisors, LLCPreviously
Contact James
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for James. Aiken, SCOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Osaic Wealth at (800) 821-5100 and ask for James Gilbert. James works from the Aiken, SC office.
How long has James been a financial advisor?
James has been in the industry since 1992, about 35 years. Top 8% by experience in South Carolina.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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