Bryce James › F-1
Bryce James: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2024-05-07 – 2025-05-06
- Filed
- 2025-05-22 (2 versions; this is the latest)
- Office
- Candidate for City Council Member, City of Lake Forest Park
- Original
- the statement on the PDC's site
Income 2
| Source | For | Whose | Amount |
|---|---|---|---|
| Smart Portfolios, LLC Lake Forest Park, WA | FINANCIAL ADVISOR | Filer | $200,000–$499,999 |
| Rental Income Lake Forest Park, WA | Rent | Filer | $0–$29,999 |
Accounts and investments 4
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Banner Bank | Personal Checking | Filer | $0–$29,999 |
| Checking for LFP | $0–$29,999 | ||
| Checking for LFP2 | $0–$29,999 | ||
| Pacific Life | VARIABLE UNIVERSAL LIFE | Filer | $30,000–$59,999 income $0–$29,999 |
| SMART PORTFOLIOS, LLC, A WHOLLY OWNED SUBSIDIARY OF SHIELD HOLDINGS, LLC | UNITS | Filer | $1,000,000 or more |
| PORTFOLIO MASON, LLC, A WHOLLY OWNED SUBSIDIARY OF TECHNOLOGY HOLDINGS, LLC | $750,000–$999,999 | ||
| PORTFOLIO IQ, LLC | $0–$29,999 | ||
| LAKE FOREST PARK, LLC | $0–$29,999 | ||
| LFP2, LLC | $0–$29,999 | ||
| BAJ IRROVOCABLE TRUST | TRUST ACCOUNT (UNFUNDED) | Filer | $0–$29,999 |
Businesses 7
| Business | Role | Whose |
|---|---|---|
| Shield Holdings, LLC Holding Company | owner | Filer |
| Technology Holdings, LLC Holding Company for Portfolio Mason, LLC | owner | Filer |
| Lake Forest Park, LLC Real Estate Property Management | owner | Filer |
| LFP2, LLC Real Estate Property Management | owner | Filer |
| Portfolio IQ, LLC Investment Firm | owner | Filer |
| Smart Portfolios, LLC Registered Investment Advisor | President | Filer |
| Portfolio Mason, LLC Financial Technology | President | Filer |
Real estate 4
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| WA | Filer | $750,000–$999,999 | Laurel A. James Family Trust, Subtrust for Bryce A. James ($200,000–$499,999) |
| WA | Filer | $1,000,000 or more | Laurel A. James & Allen James Trustee for the Laurel A. James Trust, Dated August 12, 2020 ($200,000–$499,999); Park Peterson ($60,000–$99,999) |
| WA · bought this period | Filer | $750,000–$999,999 | Jerry L. Ivy Jr Family Trust c/o UMB Bank, N.A ($750,000–$999,999) |
| WA · bought this period | Filer | $30,000–$59,999 | Jerry L. Ivy Jr Family Trust c/o UMB Bank, N.A ($0–$29,999) |
Street addresses are on the PDC's copy; we show the city only.
Other debts 4
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| Puget Sound Cooperative Credit Union (PSCCU) | Filer | $0–$29,999 | 6 years at 4% |
| Kubota Credit Corporation, USA | Filer | $0–$29,999 | 5 years at 0% |
| Bank of America | Filer | $0–$29,999 | Variable |
| Capital One Financial Corp | Filer | $0–$29,999 | Variable |
Values are the F-1's brackets (exact for gifts).