Jonathan James
Jonathan James is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 31 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bankers Life Advisory Services (BLAS) charges an annual fee for managing your investment portfolio, ranging from 0.50% to 2.5% of the portfolio's value. This fee is negotiable. The fee is deducted from your account quarterly in advance.
Location
303 E. Wacker Drive, Ste 500, Chicago, IL, 60601
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
PNC Capital Advisors LLC
PNC Funds Distributor, LLCBroker
Oneamerica Securities, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Citicorp Investment ServicesBroker
Shay Financial Services CO.Broker
Shay Government Securities CO.Broker
State Registrations2 states
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.