James Roger Van diest
Investment adviser representative at Van Diest Capital
13 yearsExperience
2 statesRegistered in
$144.1MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Van Diest CapitalMar 2024 to now
- Dawson & Bertran Investment AdvisorsJun 2023 to Mar 2024
- Osaic Wealth, Inc.Mar 2023 to Apr 2025
- Principal Financial Group - Principal InternationalMay 2022 to Feb 2023
- Iowa State UniversityAug 2021 to May 2023
- Chevron Corporation - Renewable Energy Group Inc.May 2021 to May 2022
- Summit Agricultural Group - Summit InvestmentsApr 2020 to Aug 2020
- Mcgowen, Hurst, Clark & Smith, P.C.Jan 2020 to Apr 2020
- Chevron Corporation - Renewable Energy Group Inc.May 2019 to Aug 2019
- Ames Racquet & Fitness CenterFeb 2019 to May 2021
- Dawson & Bertran Investment AdvisorsMay 2018 to Aug 2018
- Iowa State University - Study AbroadMay 2018 to Jul 2018
- Iowa State University - Inter Residence Halls AssociationNov 2017 to May 2018
- Iowa State UniversityAug 2017 to May 2021
- Van Diest Supply CompanyMay 2015 to Aug 2018
- Webster City High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Van Diest Capital
Legal name: Van Diest Capital, LLC
$144.1MAssets managed
467Clients
8Advisers
Under 1 yearIn 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
- 6978124
- Firm CRD
- 334743