James Booth, financial advisor Englewood CO

James Booth

CRD Number: 5634506
Current Firm: Aveo Capital Partners, LLC

James Booth (CRD# 5634506) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Aveo Capital Partners, LLC Greenwood Village, CO Sep 2021 - Current < 1
Continental Airlines Denver, CO Oct 2005 - Current 16
Securities America, Inc. Fort Collins, CO Nov 2020 - Sep 2021 < 1
Arbor Point Advisors Fort Collins, CO Nov 2020 - Sep 2021 < 1
Kms Financial Services, Inc. Seattle, WA Oct 2013 - Nov 2020 7
Purshe Kaplan Sterling Investments Albany, NY Mar 2013 - Jan 2016 2
The O'hagan Group Bethlehem, PA Mar 2013 - Jan 2016 2
Pks Advisory Services, LLC Albany, NY Mar 2013 - Oct 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for James L. Booth
Phone Number: (303) 552-0945
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,453
    MILLIONS
  • Total Number of Accounts
    3,991
    ACCOUNTS
  • Average Account Value
    $364,150
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, LA, NY, OH, OR, TX, UT, VA, WA, WY

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