James Smith, financial advisor Boise ID

James Smith

CRD Number: 7439576
Current Firm: Aspen Capital Management

James Smith (CRD# 7439576) is an Investment Advisor Representative working at Aspen Capital Management in Boise, ID and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Aspen Capital Management Boise, ID Apr 2021 - Current 2
Level Financial Advisors Amherst, NY Jun 2020 - Apr 2021 < 1
Utah State University Logan, UT Aug 2016 - Jun 2020 3
Church Of Jesus Christ Of Latter-day Saints Buenos Aires, Jul 2014 - Jul 2016 2
Unemployed Idaho Falls, ID Jan 2011 - Jun 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for James R. Smith
Phone Number: 208-345-0174
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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