Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alverson is a financial advisor with William Blair, a firm headquartered in Chicago, Illinois. James has been a financial advisor since 2003 and is a Series 7, Series 66, and Series 7TO licensed financial advisor. James has worked in the financial services industry since 2013. Prior to working with William Blair, James worked at TIAA in Saint Louis, Missouri. William Blair provides a wide range of advisory services including, but not limited to, portfolio management, financial planning and selection of other advisors. William Blair specializes in providing investment advice to corporations, high net worth individuals, individuals, other investment advisers, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
01/28/2022 - Present
William Blair (CHICAGO IL)
MO
04/15/2010 - 08/05/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
IL
02/26/2003 - 09/16/2009
MERCER ALLIED COMPANY, L.P. (LAKE FOREST IL)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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