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James Remington Perkins

THE Mather Group, LLC

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About James Remington Perkins

James Remington Perkins is an investment advisor representative with The Mather Group, LLC. James Perkins has been in the industry since 2011 and holds a Series 65 license. James Perkins is registered with the state of Illinois and has been with The Mather Group, LLC since 2015. James Perkins has also worked with RONIN CAPITAL, LLC and The Northern Trust. James Perkins has 2 specializations which include: Retirement Planning and Financial Planning. James Perkins is actively registered in Illinois, California, Michigan, Texas and Wisconsin. James Perkins is also registered with the state of Illinois as a registered representative for The Mather Group, LLC.

Firm Information

James Perkins is currently registered with THE Mather Group, LLC. THE Mather Group, LLC is an investment advisor based in CHICAGO, IL. They have 91 investment adviser representatives and $10,508,543,012 in regulatory assets under management. THE Mather Group, LLC provides financial planning, educational seminars, selection of other advisers, portfolio management for individuals, and publication of periodicals. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
THE Mather Group, LLC

353 N. CLARK STREET

CHICAGO, IL 60654

$10.51B

Assets Under Management

1

Total Clients

79

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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other

A percentage of total net worth

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James Perkins’s Registration & Firm History

IL

08/12/2015 - Present

THE Mather Group, LLC (CHICAGO IL)

IL

04/12/2011 - 06/28/2012

RONIN CAPITAL, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 08/12/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2011

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Remington Perkins.
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