James Brewer (CRD# 5142630) is an Investment Advisor Representative working at Envision Wealth Planning Inc. in Chicago, IL and has over 17 years of experience in the finance industry. James Brewer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Envision Wealth Planning Inc. | Chicago, IL | Oct 2018 - Current | 5 |
| Envision Insurance Services, LLC | Chicago, IL | Oct 2018 - Current | 5 |
| Lpl Financial LLC | Itasca, IL | Mar 2010 - Oct 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- IL
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$107,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, IL, TX
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