JD
JD

Jim Lee Demuth

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
718 clients
Average Client Portfolio
$166K average
Assets Under Management
$119.0M

Fee Structure

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Location

11650 South State Street, Suite 200, Draper, UT, 84020-7150

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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 Activities

Jim owns 4Ten Enterprises LLC, a financial/investment counsel business, since 2017. He also works in sales for Maverick Trading, a trading education program, dedicating a few hours per week.

Employment History
Current Registrations
Lone Peak Advisers
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Lone Peak Advisers
March 2022 - December 2022 · 9 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.