James SmerkeCRD 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.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|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|
Total Assets Under Management2,421MILLIONS
Total Number of Accounts1,014ACCOUNTS
Average Account Value$2,387,743
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, LA, MT, NH, OH, SC, TX
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