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.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| 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 |
- ID
-
Total Assets Under Management850MILLIONS
-
Total Number of Accounts1,940ACCOUNTS
-
Average Account Value$438,335
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
ID
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.