James Stover has been an investment adviser representative at Strategic Equity Management since October 2006, and is not listed among the firm’s executive officers or direct owners.
Strategic Equity Management, Inc. is a Tucson, AZ firm with $933M under management, 1,990 clients and 4 advisers across 2 offices, as of its March 2026 filing.
- Sem Wealth ManagementCurrent– present · 20 yearsLittleton, CO · Adviser representative · Firm CRD 112142
Investment adviser representative registrations
James Stover is registered as an investment adviser representative in Colorado, since October 2006.
- ColoradoSince 6 October 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 October 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Patrick Stover
- CRD
- 5161221
- Firm
- Strategic Equity Management · CRD 112142
- Office
- Littleton, CO
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does James Stover work?
James Stover is an investment adviser representative registered through Strategic Equity Management, Inc. since October 2006, and is not listed among the firm’s executive officers or direct owners.
Is James Stover a financial advisor?
Yes. James Stover has a current investment-adviser registration in Colorado, through Strategic Equity Management since October 2006.
How many years of experience does James Stover have?
James Stover has 20 years in the financial industry, since October 2006, across 1 adviser firm.
What exams has James Stover passed?
James Stover passed the Series 65 in October 2006.
Where is James Stover based?
James Stover’s registered office is in Littleton, CO.
Is James Stover registered with FINRA?
No. James Stover has no current broker registration.
How can I verify James Stover’s record?
Search CRD 5161221 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Stover’s full registration record.
