Unclaimed Profile

James Patrick Calhoun

ACCUVEST GLOBAL ADVISORS, INC.·PROVO, Utah

Series 65Clean record15 years registeredACCUVEST GLOBAL ADVISORS, INC.

3575 N. 100 E., PROVO, UT 84604CRD# 5893864Firm CRD# 134096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Patrick Calhoun · PROVO, UT

Registration

CRD #5893864 · ACCUVEST GLOBAL ADVISORS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ACCUVEST GLOBAL ADVISORS, INC.

ACCUVEST GLOBAL ADVISORS, INC.

Jul 2013 – Mar 2025

PROVO, UT

ASCENTIA CAPITAL PARTNERS, LLC

Apr 2011 – Jul 2013

RENO, NV

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 4, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCUVEST GLOBAL ADVISORS, INC.

CRD 134096 · SEC 801-68887

AUM

$518M

Regulatory assets under management

Employees

310 client accounts

Services offered by ACCUVEST GLOBAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ACCUVEST GLOBAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does James Patrick Calhoun offer?

James Patrick Calhoun specializes in Investment Management.

What are James Patrick Calhoun's credentials?

James Patrick Calhoun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Patrick Calhoun located?

James Patrick Calhoun is based in PROVO, Utah, last registered with ACCUVEST GLOBAL ADVISORS, INC..

How does James Patrick Calhoun charge for services?

James Patrick Calhoun's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCUVEST GLOBAL ADVISORS, INC.?

ACCUVEST GLOBAL ADVISORS, INC. has approximately 6 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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