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James David Beard

Lonetree Wealth Management

Memphis, TN

CRD 6081183

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Employer firm

Lonetree Wealth Management CRD 322711

$47.1M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Lonetree Wealth Management

5100 Poplar Avenue Suite 1504, Memphis, TN 38137 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-11-07
TX RA APPROVED_RES 2022-11-01
TN RA APPROVED 2022-09-09
  • LA RA
    APPROVED
    Since 2022-11-07
  • TX RA
    APPROVED_RES
    Since 2022-11-01
  • TN RA
    APPROVED
    Since 2022-09-09

Branch Locations

5100 Poplar Avenue Suite 1504, Memphis, TN 38137 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Priam Properties Nashville TN 02/2016 08/2020
Faropoint Ventures Memphis TN 08/2020 04/2021
Fetting Capital Llc Memphis TN 04/2021 09/2022
Lonetree Wealth Management Memphis TN 09/2022 Present
  • 02/2016 → 08/2020
    Priam Properties
    Nashville, TN
  • 08/2020 → 04/2021
    Faropoint Ventures
    Memphis, TN
  • 04/2021 → 09/2022
    Fetting Capital Llc
    Memphis, TN
  • 09/2022 → Present
    Lonetree Wealth Management
    Memphis, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-08
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08

View on SEC IAPD

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