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Jim Lee Demuth

Investment Adviser Representative at LONE PEAK Advisers

Draper, UTCRD #7521400Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jim Lee DeMuth is an investment adviser representative with LONE PEAK Advisers in Draper, UT, where they have been registered since 2023. They have worked in the securities industry since 2022. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Utah.

Office

11650 South State Street, Suite 200
Draper, UT 84020-7150

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/20/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

LONE PEAK AdvisersCurrent
4/13/2023 – Draper, UT
LONE PEAK Advisers
3/25/2022 – 12/31/2022Draper, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. 4ten, LLC
    Oct 2016 – no end date reportedDraper, UT
  2. Lone Peak Advisers, LLC
    Jan 2021 – no end date reportedDraper, UT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About LONE PEAK Advisers

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Asset Management, Holistic Financial Planning, Tailored Fiduciary Advice, Institutional Employee Benefit Packages, and Self Directed Brokerage Accounts.

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Asset ManagementHolistic Financial PlanningFiduciary AdviceEmployee Benefit PackagesSelf-directed Brokerage AccountsWealth Development

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
1
Main office:
Draper, UT
SEC file number:
801-127627

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 3, 2026

View full firm profile

Other advisors at LONE PEAK Advisers

8 other advisors in the directory

View LONE PEAK Advisers firm profile

Similar advisors in Draper, UT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jim Lee Demuth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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