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James Leroy Jamison

SWEET WILLIAM ELLERY III·DENVER, Colorado
Unclaimed Profile
1777 S. HARRISON, STE 1040, DENVER, CO 80210CRD# 1375914Firm CRD# 105433
01

About

James Leroy Jamison is a registered financial advisor based in DENVER, Colorado, affiliated with SWEET WILLIAM ELLERY III. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALPINE WEALTH ADVISORS, LLC
ALPINE WEALTH ADVISORS, LLC
AUM
$102M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ALPINE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1375914
Firm CRD# 105433
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Leroy Jamison offer?
James Leroy Jamison specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.
What are James Leroy Jamison's credentials?
James Leroy Jamison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Leroy Jamison located?
James Leroy Jamison is based in DENVER, Colorado, working with SWEET WILLIAM ELLERY III. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does James Leroy Jamison charge for services?
James Leroy Jamison's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWEET WILLIAM ELLERY III?
SWEET WILLIAM ELLERY III has approximately 1 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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William Ellery Sweet
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in ColoradoNational Fee Analysis
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