James Spelich
James Spelich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Peru, IL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1206 Shooting Park Road, Peru, IL, 61354
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James holds a political office in Lasalle County since 2015. This activity is not investment-related and takes about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Sunamerica Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
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