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James Peter Veers

Studio Investment Management

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About James Peter Veers

James Peter Veers is a Certified Financial Planner® and Chartered Financial Analyst® with Studio Investment Management, a firm with offices in Downers Grove and Chicago, IL. James has over 16 years of experience in the financial services industry, and has a strong track record of providing personalized financial planning and investment management services.

Firm Information

James Veers is currently registered with Studio Investment Management. Studio Investment Management is a Chicago-based investment advisor managing over $715 million in assets. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, families, charitable organizations, corporations, state and municipal governments, and pension plans. Studio Investment Management is registered with the SEC.
Studio Investment Management

1901 N. CLYBOURN AVE.

CHICAGO, IL 60614

$715.77M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Veers’s Registration & Firm History

IL

07/10/2023 - Present

Studio Investment Management (Downers Grove IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Peter Veers.
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