James David Van Leeuwen

Employer firm

Alliance Wealth Advisors, LLC CRD 314668

$552M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• ASSET ALLOCATION SERVICES; ADVISORY CONSULTING

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

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

Current Employers

Employment History

• 05/2024 → Present
  Alliance Wealth Advisors, Llc
  Centerville, UT
• 04/2025 → Present
  Alliance Wealth Advisors, Llc
  Centerville, UT
• 10/2019 → 04/2024
  America First Credit Union
  Bountiful, UT
• 03/2018 → 10/2019
  Alphagraphics
  Bountiful, UT
• 08/2017 → 03/2018
  Deseret Book
  Salt Lake City, UT
• 07/2017 → 08/2017
  Temple Square Hospitality (Nauvoo Cafe)
  Salt Lake City, UT
• 07/2015 → 06/2017
  The Church Of Jesus Christ Of Latter-Day Saints
  Harrisburg, PA

Other Businesses

1) Insurance, Investment-related, Same address as branch, Life and health insurance, Position: Resident Producer, Start-2/12/25, 0 hours spent on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-13