Jim Lee Demuth

Employer firm

Lone Peak Advisers CRD 296772

$125M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2012 → 09/2016
  Peak Trading, Inc.
  Castle Rock, CO
• 10/2016 → Present
  4Ten, Llc
  Draper, UT
• 01/2021 → Present
  Lone Peak Advisers, Llc
  Draper, UT

Previous Registrations

• 2022-03-25 → 2022-12-31
  Lone Peak Advisers
  Draper, UT

Other Businesses

Name: 4Ten Enterprises LLC Purpose: Financial/Investment Counsel Address: 2059 E Graystone Lane, Draper, UT 84020 Position: Owner Dates: 1/1/2017 - Present ---------------------------------------------------------------------- Name: Maverick Trading Purpose: Trading Education Address: 1901 Fort Union Blvd., Salt Lake City, Utah 84121 Position: Sales - trading education program for individuals interested in Forex/Options trading. Approx 3-4 hours per week occurs during trading hours. Jan 2022- present

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-20

Other Names

• Jim Demuth