Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Leslie Clarren is a registered investment advisor with over 27 years of experience in the financial services industry. James has held registrations with several firms throughout their career, including LaSalle St Securities, LLC, JWGenesis Financial Services, Inc., and Concept 10 Inc. James currently holds registrations with Chicago Capital Management Advisors, LLC, and American Trust Investment Services Advisory, Inc. James is a licensed investment advisor with multiple active registrations in several states and holds Series 7, 63, 24, 52, and 65 licenses. James specializes in providing financial planning, portfolio management for individuals and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Estate and insurance planning
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.
A percentage of the total value of assets under management is charged.
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2
IL
08/15/2023 - Present
Chicago Capital Management Advisors, LLC (LISLE IL)
IL
05/22/2002 - 12/31/2014
LASALLE ST SECURITIES, L.L.C. (LISLE IL)
MO
06/29/2000 - 11/02/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
IL
03/06/2000 - 04/11/2000
CONCEPT 10 INC. (CHICAGO IL)
IL
11/06/1997 - 11/02/1999
ACCESS FINANCIAL GROUP, INC. (CHICAGO IL)
NY
05/19/1995 - 11/19/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
FL
07/22/1993 - 05/31/1995
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
CO
03/19/1993 - 07/22/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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