Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Henry Jaramillo is a financial advisor who has been in the industry since 2005. He is registered with Independent Financial Partners and is currently licensed in Illinois, New Mexico, and Wisconsin. James has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. He offers a range of services, including financial planning, portfolio management, and investment advice. James is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
IL
03/14/2013 - Present
Independent Financial Partners (Schaumburg IL)
IL
03/30/2011 - 05/23/2019
LPL FINANCIAL LLC (SCHAUMBURG IL)
WI
09/02/2008 - 03/23/2011
SAGEPOINT FINANCIAL, INC. (GLENDALE WI)
IL
03/08/2005 - 09/11/2008
ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)
IA
Issued 05/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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