James William Dillistone

Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2004 → Present
  Bankers Life And Casualty
  Pocatello, ID
• 04/2017 → Present
  Bankers Life Securities Inc
  Pocatello, ID
• 05/2020 → Present
  Bankers Life Advisory Services, Inc
  Pocatello, ID

Other Businesses

BANKERS LIFE AND CASUALTY POSITION: Branch Sales Manager/Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 11/01/2004 ADDRESS: 861 Jefferson Ave ste 1, Pocatello ID 83201, United States DESCRIPTION: Recruit and train insurance agent. Non Variable insurance sales and service. RIVERSIDE ESTATES HOA POSITION: Treasurer NATURE: The HOA collects dues and pays for:Lawn CareSnow removalWater, sewer, and trash removalExterior of buildings including roofs INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2024 ADDRESS: 2850 Bannock Hwy UnitM, Pocatello ID 83204, United States DESCRIPTION: RecordHOA duesPay billsManage Savings for insurance and roof replacement.Keep financial records

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-20
• S63 Uniform Securities Agent State Law Examination
  2017-05-11

Other Names

• James William Dillistone
• Jim Dillistone
• James William Dillistone
• James William Dillistone