JAMES STEPHEN HARPER is an investment adviser representative (IAR) with state registration records since 2008, appearing at 9 firms. Currently registered with HARPER WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HARPER WEALTH MANAGEMENT LLC | 2026-01-01 | present | Yes |
| HARPER WEALTH | 2021-04-21 | 2022-12-31 | — |
| TRAJAN WEALTH, L.L.C. | 2019-01-28 | 2021-02-24 | — |
| AE WEALTH MANAGEMENT, LLC | 2018-03-02 | 2019-01-22 | — |
| ROVIN CAPITAL | 2015-12-09 | 2018-03-26 | — |
| PRECISION INVESTMENT MANAGEMENT | 2014-02-04 | 2015-07-13 | — |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 2012-08-28 | 2014-01-30 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2010-06-21 | 2011-08-26 | — |
| HARPER WEALTH ADVISORY | 2008-06-24 | 2012-08-17 | — |