Portfolio Manager
Current
Apr 2017 - Present
AeroLeads people directory · profile
Jim Gaunt Email & Phone Number
Portfolio Manager
at
Formidable Asset Management LLC
1 work email found
@formidableam.com
2 phones found area 513
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Cincinnati, Ohio, United States
Who is Jim Gaunt? Overview
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Quick answer
Jim Gaunt is listed as Portfolio Manager at Formidable Asset Management LLC, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at formidableam.com, phone signal with area code 513, and a matched LinkedIn profile for Jim Gaunt.
Jim Gaunt previously worked as Financial Services Executive, Investment Adviser Representative at Metlife Premier Client Group Of New Jersey and Vice President at Hilliard Lyons. Jim Gaunt studied at Wittenberg University / University Of Cincinnati.
Company email context
Email format at Formidable Asset Management LLC
This section adds company-level context without repeating Jim Gaunt's masked contact details.
{first_initial}{last}@formidableam.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jim Gaunt. Compare company email patterns before reaching out.
Profile bio
About Jim Gaunt
Hope is not a plan. I have the experience to help individuals and institutions move from financial hopes towards the evolution of practical and accountable financial strategies. Asset protection, measured growth and helping clients develop tax efficient distribution strategies are the tenets of my practice.
Listed skills include Charitable Giving Strategies, Disability Income Insurance, Estate Conservation Strategies, Education Funding Strategies, and 10 others.
Current workplace
Jim Gaunt's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 29 years
Jim Gaunt work experience
A career timeline built from the work history available for this profile.
Financial Services Executive, Investment Adviser Representative
Metlife Premier Client Group Of New Jersey
~ Licensed to sell Life & Health Insurance in Ohio and South Carolina ~ Registered to offer securities products in Ohio, Kentucky, Indiana, South Carolina, and FloridaMassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. I am a registered.
Jul 2016 - Mar 2017
Vice President
~ Financial Consultant~ Registered Investment Adviser~ Accredited Asset Management Specialist®~ Chartered Wealth Advisor®
Aug 2004 - May 2015
Cwa
Epc / Hilliard Lyons
2005 - 2010
~5 yrs
Private Banking Officer
1997 - 2005
~8 yrs
1 education record
Jim Gaunt education
-
Wittenberg University / University Of Cincinnati
FAQ
Frequently asked questions about Jim Gaunt
Quick answers generated from the profile data available on this page.
What company does Jim Gaunt work for?
Jim Gaunt works for Formidable Asset Management LLC.
What is Jim Gaunt's role at Formidable Asset Management LLC?
Jim Gaunt is listed as Portfolio Manager at Formidable Asset Management LLC.
What is Jim Gaunt's email address?
AeroLeads has found 1 work email signal at @formidableam.com for Jim Gaunt at Formidable Asset Management LLC.
What is Jim Gaunt's phone number?
AeroLeads has found 2 phone signal(s) with area code 513 for Jim Gaunt at Formidable Asset Management LLC.
Where is Jim Gaunt based?
Jim Gaunt is based in Cincinnati, Ohio, United States while working with Formidable Asset Management LLC.
What companies has Jim Gaunt worked for?
Jim Gaunt has worked for Formidable Asset Management Llc, Metlife Premier Client Group Of New Jersey, Hilliard Lyons, Epc / Hilliard Lyons, and Fifth Third Bank.
How can I contact Jim Gaunt?
You can use AeroLeads to view verified contact signals for Jim Gaunt at Formidable Asset Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Jim Gaunt attend?
Jim Gaunt studied at Wittenberg University / University Of Cincinnati.
What skills is Jim Gaunt known for?
Jim Gaunt is listed with skills including Charitable Giving Strategies, Disability Income Insurance, Estate Conservation Strategies, Education Funding Strategies, Ira Consolidation/Rollovers, Pension Payout Alternatives, Mutual Funds, and Asset Management.
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