James John Etten

Employer firm

Copper River Advisors LLC CRD 173394

$94.1M regulatory AUM

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

• 11/2014 → Present
  Copper River Advisors Llc
  Highlands Ranch, CO

Previous Registrations

• 2015-01-26 → 2019-12-31
  Copper River Advisors Llc
  Englewood, CO

Other Businesses

Copper River Software; Partner; Non Investment Related; Location: 383 INVERNESS PKWY SUITE 120 ENGLEWOOD CO 80112; Description: Copper River Software is a SaaS fintech that develops fixed income trading systems for some of the worlds largest financial institutions as well as fortune 500 companies.; Start date: 2024-09-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: james john etten; Website address for the organization: www.crawealth.com.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-08
• S63 Uniform Securities Agent State Law Examination
  1999-05-11