Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Ogara is a registered investment advisor representative with Chicago Partners Investment Group LLC. James has been in the industry for over 20 years and is experienced in a variety of investment strategies. James is dedicated to providing personalized financial advice to help clients reach 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.
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.
401k plan option review & monitoring
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.
Roboadvisory offering
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2
IL
01/13/2022 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
VA
01/14/2015 - 04/08/2015
FIRST DOMINION CAPITAL CORP. (RICHMOND VA)
IL
03/11/2009 - 02/06/2012
X-CHANGE FINANCIAL ACCESS, LLC (CHICAGO IL)
IL
01/29/2009 - 02/17/2009
BANC OF AMERICA SECURITIES LLC (CHICAGO IL)
IL
10/24/2006 - 08/21/2008
NEWEDGE USA, LLC (CHICAGO IL)
NY
04/26/2005 - 11/17/2005
REFCO SECURITIES, LLC (NEW YORK NY)
TN
03/23/2004 - 12/15/2004
STONEWALL INVESTMENTS, INC. (MEMPHIS TN)
PA
10/22/1999 - 03/19/2002
BNP PARIBAS BROKERAGE SERVICES, INC. (KING OF PRUSSIA PA)
IL
12/17/1998 - 10/08/1999
LFG, L.L.C. (CHICAGO IL)
IL
11/09/1995 - 12/18/1997
NESBITT BURNS SECURITIES INC. (CHICAGO IL)
NY
12/05/1994 - 09/11/1995
E. D. & F. MAN INTERNATIONAL INC. (NEW YORK NY)
IA
Issued 06/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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