James Palmiotto
James Palmiotto is a registered investment advisor at Bankers Life Advisory Services, INC., based in Chicago, IL, with 9 years of industry experience. James 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 (3)
Customer Dispute
September 2024Customer Dispute
April 2021Customer Dispute
January 2019Other Business ActivitiesSells Insurance
James is a USV/Satellite Manager and insurance agent at Bankers Life & Casualty, selling and servicing non-variable insurance products and training agents. He also owns JPALMS Inc., an S Corp used to run his insurance business.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations3 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.