How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

1) Leadership Program of the Rockies; 1777 South Harrison Street, Denver, CO 80210; 10/2013; Board of Directors; Board Member; Not Investment Related; 2 hours/month; 0 hours/month during business hours; No Compensation. 2) LJ5 RE Partners, LLC; 3 Peregrine, Littleton, CO 80127; 03/30/2016; Managing Member; LLC owns our office building space, and the company rents it; Not Investment Related; 1 hour/month; 1 hour/month during business hours; Ownership. 3) LJ5 Partners, LLC; 3 Peregrine, Littleton, CO 80127; 01/05/2016; Managing Member; LLC makes investments into publicly traded securities; Investment Related; 1 hour/month; 1 hour/month during business hours; Ownership. 4) Elevate USA; P.O. Box 12290, Denver, CO 80212; 03/20/2016; Board Member; Not Investment Related; 2 hours/month; 0 hours/month during business hours; No Compensation. 5) Bridge Financial Group, LLC; 13986 West Bowles Avenue, Suite 200, Littleton, CO 80127; 01/01/2013; President & CEO; Basic activities associated with running a life insurance firm; Investment Related; 160 hours/month; 160 hours/month during business hours; Ownership, Expense Reimbursement, Profits, Commissions, Wages/Salary.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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James Edward Cleary III

Experience: 33 years / 5 firms

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