James Weissman
James Weissman is a registered investment advisor at Cetera Investment Advisers LLC, based in Chicago Heights, IL, with 38 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Chicago Heights, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is involved in several business activities, including working as a tax preparer, CFO for Butterscotch Foxx LLC, and a sales agent for Avantax Insurance Agency and/or Avantax Insurance Services. He also works as a notary public, provides mortgage advice, and is a Reiki master-teacher.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 states
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