800 West Main Street, Suite 1150, Boise, ID, 83702
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →James is a board member of Biotracking, LLC and Xian Advisors, LLC, and serves on the advisory board for Westly Group and Pac West. He also serves on the investment committee for the University of Idaho Foundation, providing investment advice and general oversight.