BJ
BJ

Benjimin James June

1 Year of Experience
Broker
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

3258 Clear Vista Ct., Grand Rapids, MI, 49525

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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

Benjimin works as a self-employed delivery driver, assists with business development for Alpha Intelligence Inc., and captures construction sites. He also works as an investment advisor representative (IAR) for Asset Allocation Strategies, dedicating a few hours per week to managing advisory accounts.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
November 2024 - Present · 1 yr 3 mos
Glp Investment Services, LLCBroker
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Principal Securities, INC.
March 2022 - May 2022 · 2 mos
Principal Securities, INC.Broker
February 2022 - May 2022 · 3 mos
Alpha Intelligence Asset Management
May 2019 - September 2019 · 4 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.