James Smith has been an investment adviser representative at Lifeworks Advisors since September 2026, and is not listed among the firm’s executive officers or direct owners.
Lifeworks Advisors, LLC is a Grand Rapids, MI firm with $967M under management, 1,814 clients and 40 advisers across 37 offices, as of its June 2026 filing.
- Lifeworks Advisors, LLCCurrent– present · under a yearGrand Rapids, MI · Adviser representative · Firm CRD 288255
Investment adviser representative registrations
James Smith is registered as an investment adviser representative in Michigan, since September 2026.
- MichiganSince 14 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Lewis Smith
- CRD
- 8342133
- Firm
- Lifeworks Advisors · CRD 288255
- Office
- 4095 PARK EAST CT., STE. C, Grand Rapids, MI 49546
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does James Smith work?
James Smith is an investment adviser representative registered through Lifeworks Advisors, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is James Smith a financial advisor?
Yes. James Smith has a current investment-adviser registration in Michigan, through Lifeworks Advisors since September 2026.
How many years of experience does James Smith have?
James Smith has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has James Smith passed?
James Smith passed the Series 65 in October 2025.
Where is James Smith based?
James Smith’s registered office is in Grand Rapids, MI.
Is James Smith registered with FINRA?
No. James Smith has no current broker registration.
How can I verify James Smith’s record?
Search CRD 8342133 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Smith’s full registration record.
