James Baer, financial advisor Chicago IL

James Baer

CRD Number: 9936
Current Firm: Uhlmann Investment Management, LLC

James Baer (CRD# 9936) is an Investment Advisor Representative working at Uhlmann Investment Management, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Ups Holdings, LLC Chicago, IL Jan 2018 - Current 4
Uhlmann Price Securities, LLC Chicago, IL Dec 2000 - Current 21
Alternative Investment Services,llc Chicago, IL Apr 2006 - Oct 2017 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for James D. Baer
Phone Number: 312-264-4400
Registered State(s):
  • FL
  • IL
  • MO
  • NY
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $540,426
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ

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