JS
James O. Suttles
BETTER POCKETS FINANCIAL
Wylie, TX
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CRD#: 7625432
JS
Professional summary
James Ollie Suttles is a registered financial advisor currently at BETTER POCKETS FINANCIAL located in Wylie, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. James has worked at 1 firm and has passed the Series 65 and SIE exams.
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.
CRS (Client Relationship Summary) - RIA
Click below to view James Ollie Suttles'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®
NoneExperience
Current
February 21, 2023 - Present
BETTER POCKETS FINANCIAL
RIA
CRD#: 317366
Wylie, TX
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
Colorado(6/17/2024)
IAR
Louisiana(5/17/2023)
IAR
Texas(2/21/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BP
BETTER POCKETS FINANCIAL
BETTER POCKETS FINANCIAL | BETTER POCKETS FINANCIAL LLC
CRD#: 317366 / SEC#:
Colorado
Registered Investment Advisory firm - (1/3/2022 Approved)Connecticut
Registered Investment Advisory firm - (9/23/2025 Approved)Louisiana
Registered Investment Advisory firm - (5/17/2023 Approved)New York
Registered Investment Advisory firm - (8/30/2024 Approved)Ohio
Registered Investment Advisory firm - (7/14/2025 Approved)Texas
Registered Investment Advisory firm - (2/8/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
242 Linden St 1st Floor, Fort Collins, CO 80524
Mailing Address
Phone number
(303) 515-1574
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 5,633,702 |
Red Flags
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