JS

James M. Simmons

LONG BRIDGE CAPITAL MANAGEMENT
Spokane, WA
Some features on this profile are disabled
CRD#: 2336504
JS

Professional summary


James Marvin Simmons, who also goes by James Simmons, Jim Simmons, is a registered financial advisor currently at LONG BRIDGE CAPITAL MANAGEMENT located in Spokane, Washington.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. James has worked at 3 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


James Simmons | Jim Simmons

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view James Marvin Simmons's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 8, 2022 - Present

LONG BRIDGE CAPITAL MANAGEMENT

RIA
CRD#: 305952
Spokane, WA
Past

January 19, 2022 - June 7, 2022

HARMONIC INVESTMENT ADVISORS

RIA
CRD#: 148950
Spokane, WA
Past

January 11, 2012 - December 31, 2020

ICM ASSET MANAGEMENT INC

RIA
CRD#: 105046
SPOKANE, WA
Past

April 5, 1991 - December 31, 2011

ICM ASSET MANAGEMENT INC

RIA
CRD#: 105046
SPOKANE, WA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(6/8/2022)
IAR
Washington
(7/15/2022)

Exams


State Security Law Exam

Current Firm


LB
LONG BRIDGE CAPITAL MANAGEMENT
7B ADVISORS LLC | LONG BRIDGE CAPITAL MANAGEMENT, LLC | LONG BRIDGE CAPITAL MANAGEMENT

CRD#: 305952 / SEC#:

Idaho
Registered Investment Advisory firm - (11/25/2019 Approved)
Washington
Registered Investment Advisory firm - (11/21/2019 Approved)
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Contact information


Main Address
Spokane, WA
Mailing Address
3721 North Idaho Road, Liberty Lake, WA 99019
Phone number
(509) 991-0024
Established
Firm type
Fiscal year end
# of Employees
4

Regulatory assets under management


Total Number of Accounts106
AUM (Assets Under Management)$ 53,809,998

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LONG BRIDGE CAPITAL MANAGEMENT

CRD#: 305952Spokane, WA

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