JC
CFP
JC
CFP

James F Conybear

1 Year of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

Tinley Park, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James works as an independent contractor teaching economics to undergraduate and graduate students at Roosevelt University. He spends about a quarter of his time on this activity, with a few hours per week dedicated to trading.

Employment History
Current Registrations
Envestnet Pmc
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Fidelity Institutional Wealth Adviser LLC
October 2023 - March 2024 · 5 mos
Fidelity Distributors Company LLCBroker
October 2023 - March 2024 · 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.