James SmithCRD 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 1 year of experience in the finance industry.
Inspire Advisors, LLC
American Independent Securities Group, LLC
|Aspen Capital Management||Boise, ID||Apr 2021 - Current||1|
|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|
Total Assets Under Management836MILLIONS
Total Number of Accounts1,798ACCOUNTS
Average Account Value$464,994
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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