James Smerke, financial advisor Cleveland OH

James Smerke

CRD Number: 6685435
Current Firm: Wellspring Financial Advisors, LLC

James Smerke (CRD# 6685435) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wellspring Financial Advisors Cleveland, OH Nov 2019 - Current 2
Kirtland Country Club Willoughby, OH Jun 2018 - Oct 2019 1
Unemployed Mentor, OH Feb 2018 - Jun 2018 < 1
Plante Moran Financial Advisors Columbus, OH Aug 2015 - Feb 2018 2
Ohio State University Columbus, OH Aug 2011 - May 2015 3
Osu Technology Comm Office Columbus, OH May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2016
Contact Info for James J. Smerke
Phone Number: 216-367-0680
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,421
    MILLIONS
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $2,387,743
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, LA, MT, NH, OH, SC, TX

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