James E Albrecht

Current Employers

Employment History

• 01/2005 → Present
  Campbell Pension Services Dba Scottsdale Pension Systems
  Westlake Village, CA
• 02/2005 → Present
  Independent Financial Group, Llc
  Westlake Village, CA

Other Businesses

(1) CAMPBELL PENSION SERVICES DBA CAMPBELL ALBRECHT POSITION: Officer/Director NATURE: Pension Related Services INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2005 ADDRESS: 3170 Cedar Stone Farm Lane, Tate Township OH 45106, United States DESCRIPTION: (1) 50 % OWNER OF CAMPBELL PENSION SERVICES DBA CAMPBELL ALBRECHT PROVIDING THIRD PARTY ADMINISTRATOR/CONSULTANT SERVICES FOR DEFINED CONTRIBUTION RETIREMENT PLANS. APPROXIMATELY 50% TIME SPENT. NON-IVESTMENT RELATED. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 3170 Cedar Stone Farm Lane, Tate Township OH 45106, United States DESCRIPTION: (2) CA INSURANCE SALES FIXED-LIFE/HEALTH/DISABILITY (3) THE JAMES FAMILY TRUST POSITION: Trustee NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/03/2023 ADDRESS: 3170 Cedar Stone Farm Ln, Tate Township OH 45106-8246, United States DESCRIPTION: I am the trustee of my mothers trust. She resigned from the trust on 8/3/2023 leaving me the sole trustee. (4) JAMES ALBRECHT AND STEPHANIE D ALBRECHT TRUST POSITION: Co-trustee NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: 3170 Cedar Stone Farm Ln, Tate Township OH 45106-8246, United States DESCRIPTION: Co-trustee of my family trust (5) CAMPBELL ALBRECHT CASH BALANCE PENSION PLAN POSITION: Company VP and Plan Trustee NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2022 ADDRESS: 3170 Cedar Stone Farm Lane, Tate Township OH 45106, United States DESCRIPTION: Plan Trustee

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-03
• S63 Uniform Securities Agent State Law Examination
  2003-05-19

Other Names

• Jim Albrecht