Trent Devaun Dysert

Employer firm

James Investment Research Inc CRD 110433

$1.21B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• RESEARCH & TAX PREPARATION

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

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

Current Employers

Employment History

• 10/2011 → Present
  Alps Distributors, Inc.
  Denver, CO
• 07/2014 → Present
  James Investment Research, Inc
  Alpha, OH

Previous Registrations

• 2006-03-08 → 2006-06-01
  Ameriprise Financial Services, Llc
  Dublin, OH

Other Businesses

JAMES INVESTMENT RESEARCH; INVESTMENT RELATED; 1349 FAIRGROUND RD, XENIA, OH 45385; REGISTERED INVESTMENT ADVISOR; PORTFOLIO MANAGER; 07/2006; 160 HOURS/MONTH; 160 HOURS/MONTH DURING TRADING HOURS; PORTFOLIO MANAGER AND RESEARCH.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-24

Designations

• Chartered Financial Analyst