James Daniel Mihm
Investment adviser representative at Arta Finance
11 yearsExperience
1 stateRegistered in
$153.4MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Arta FinanceFeb 2026 to now
- CitigroupMay 2022 to Jan 2026
- JP Morgan Chase Bank, N.A.Nov 2017 to Apr 2022
- JPMorgan Securities LLCApr 2015 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Arta Finance
Legal name: Arta Finance Wealth Management, LLC
$153.4MAssets managed
1,043Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6283763
- Firm CRD
- 318714