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James Allan Smith

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

Fennville, MI

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business ActivitiesSells Insurance

James is a full-time math teacher and coach at Saugatuck Public Schools since 1997. He is also an insurance agent with GLP & Associates, selling life insurance and fixed/indexed annuities, dedicating about 10-20% of his time, and an investment advisor representative with Asset Allocation Strategies, LLC, spending a few hours per week.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
February 2022 - Present · 4 yrs
Glp Investment Services, LLC
March 2021 - Present · 4 yrs 11 mos
Glp Investment Services, LLCBroker
March 2021 - Present · 4 yrs 11 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
James Allan Smith - Financial Advisor | TrueAdvisor