James R. Smith

VITALITY WEALTH

MERIDIAN, ID

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CRD#: 7439576

Professional summary

James Randy Smith, CFP® is a registered financial advisor currently at VITALITY WEALTH located in Meridian, Idaho.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. James has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Randy Smith'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

February 26, 2025 - Present

VITALITY WEALTH

RIA

CRD#: 334476

MERIDIAN, ID

Past

September 26, 2021 - March 7, 2025

ASPEN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 119050

BOISE, ID

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
(2/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/27/2021

Uniform Investment Adviser Law Examination

Current Firm

VITALITY WEALTH

VITALITY WEALTH | VITALITY WEALTH LLC

CRD#: 334476 / SEC#:

Idaho

Registered Investment Advisory firm - (2/25/2025 Approved)

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Contact information

Main Address

Meridian, ID

Mailing Address

Phone number

(208) 918-4466

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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James R. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Randy Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

VITALITY WEALTH

ASPEN CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2021

Current Firm

VITALITY WEALTH

Contact information

Documents

Red Flags

Company Information

VITALITY WEALTH

TRUST BUT VERIFY

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