Ian Walt Jameson

Employer firm

American Capital Advisory, LLC CRD 141944

$334M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2012 → Present
  American Capital Advisory
  Ketchum, ID

Previous Registrations

• 2009-10-02 → 2012-07-16
  Summit Creek Capital Llc
  Ketchum, ID
• 2008-04-14 → 2009-08-13
  Interfund Capital Corp.
  Somers, NY

Other Businesses

Part owner of a restaurant called La Cabañita Bellevue at 101 S Main Street in Bellevue, Idaho. This relationships started in April of 2020 and I spend 8 hours / month on the business after market hours doing administration.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-12