JI
JI

James Devins

44 Years of Experience
Chicago, IL
1 DisclosureBroker

James Devins is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 44 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
329 advisors
IM Fee
Planning only
Assets Under Management
$64.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594

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History

Regulatory History (1)
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Customer Dispute
August 1994
Award / Judgment
Employment History
Current Registrations
William Blair & Company L.L.C.
June 2017 - Present · 9 yrs 4 mos
William BlairBroker
May 2017 - Present · 9 yrs 5 mos
William Blair
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
August 2015 - June 2017 · 1 yr 10 mos
UBS Financial Services INC.Broker
August 2005 - June 2017 · 11 yrs 10 mos
RBC Dain Rauscher INC.
November 2003 - September 2005 · 1 yr 10 mos
RBC Dain Rauscher INC.Broker
March 2002 - September 2005 · 3 yrs 6 mos
Tucker Anthony IncorporatedBroker
April 1986 - March 2002 · 15 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1983 - April 1986 · 2 yrs 9 mos
Fidelity Distributors CorporationBroker
April 1982 - May 1983 · 1 yr 1 mo
State Registrations36 states
AZCACOCTDCDEFLGAHIILLAMAMDMEMIMNMOMTNCNHNJNMNYOHORPARISCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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