James Weber (CRD# 7054819) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 5 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Financial Advisors | Fort Wayne, IN | May 2023 - Current | < 1 |
| Ausdal Financial Partners | Fort Wayne, IN | May 2023 - Current | < 1 |
| Ameriprise Financial Services, LLC | Fort Wayne, IN | Nov 2021 - May 2023 | 1 |
| Varsity Tutors | Indianapolis, IN | Sep 2021 - May 2023 | 1 |
| J.p. Morgan Securities LLC | Fort Wayne, IN | Dec 2018 - Nov 2021 | 2 |
| Fort Wayne Diamondbacks / Diamond Baseball And Softball Academy | Fort Wayne, IN | Dec 2008 - Dec 2019 | 11 |
| Jpmorgan Chase Bank, N.a. | Fort Wayne, IN | Jan 2017 - Dec 2018 | 1 |
| Dick's Sporting Goods | Fort Wayne, IN | May 2017 - Dec 2017 | < 1 |
| Mike's Carwash | Fort Wayne, IN | Jun 2016 - Jan 2017 | < 1 |
| Pro Football Hall Of Fame | Canton, OH | Sep 2014 - Jun 2016 | 1 |
| Wet Willie's | Myrtle Beach, SC | Jun 2015 - Jul 2015 | < 1 |
| Pro Football Hall Of Fame | Canton, OH | Aug 2014 - Jan 2015 | < 1 |
| University Of Mount Union | Alliance, OH | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- IN
-
Total Assets Under Management231MILLIONS
-
Total Number of Accounts730ACCOUNTS
-
Average Account Value$316,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, IA, IL, IN, KY, MI, MN, NH, OH, TX
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