James Smith

James Smith: Email & Phone Number

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Vice President of Wealth Management at Peak Wealth Partners|New York City Metropolitan Area, United States

Position:

Vice President of Wealth Management at Peak Wealth Partners

Location:

New York City Metropolitan Area, United States

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Last updated: 2025-10-25
Updated: 2025-10-25

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Work Experience 30 years

Vice President of Wealth Management at Peak Wealth Partners

Feb 2024 - Current

Owner at Restaurant Owner

Jun 2009 - Current

Financial Advisor at Morgan Stanley

Feb 2014 - Feb 2024

Financial Advisor at Merrill Lynch

Nov 2012 - Jun 2013

Commodities Futures Trader at Storm Trading

Jan 1996 - Feb 2012

James Smith started working in 1996, then the employee has changed 4 companies and 3 jobs. On average, James Smith works for one company for 9 years 3 months.

Their professional focus is Trading Strategies, Budgets, and Customer Service across 3 core areas.

Education

B.S. at Bloomsburg University of Pennsylvania

James Smith Namesakes

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Company
Position
James Smith
Archaea Energy
Plant Operator
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James Smith
Equipment Specialist - Complex Rehab
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