JY
JY

James Yount

31 Years of Experience
Bozeman, MT
Broker

James Yount is a registered investment advisor at Destra Capital Advisors LLC, based in Bozeman, MT, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 3 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$414.2M
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Location

443 N. Willson Avenue, Bozeman, MT, 59715

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James is a partner at The American Margarita Company, LLC, which manufactures and distributes beverages. He devotes about 10-20% of his time to this non-investment related activity.

Employment History
Current Registrations
Destra Capital Advisors LLC
October 2016 - Present · 9 yrs 6 mos
Destra Capital Investments LLCBroker
March 2011 - Present · 15 yrs 1 mo
Previous Registrations
Goldman, Sachs & CO.Broker
October 2009 - November 2010 · 1 yr 1 mo
Janus Distributors LLCBroker
December 2004 - October 2009 · 4 yrs 10 mos
Hines Real Estate Securities, INC.Broker
January 2004 - November 2004 · 10 mos
Van Kampen Funds INC.Broker
September 1993 - August 2003 · 9 yrs 11 mos
Pennsylvania Merchant Group LTD.Broker
July 1993 - August 1993 · 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James Yount - Financial Advisor | TrueAdvisor