James Weber (CRD# 7054819) is an Investment Advisor Representative working at Compass Financial Advisors LLC in Fort Wayne, IN and has over 5 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Compass Financial Advisors | Fort Wayne, IN | May 2023 - Current | 1 |
Ausdal Financial Partners | Fort Wayne, IN | May 2023 - Current | 1 |
Ameriprise Financial Services, LLC | Fort Wayne, IN | Nov 2021 - May 2023 | 1 |
Varsity Tutors | Indianapolis, IN | Sep 2021 - May 2023 | 1 |
J.p. Morgan Securities LLC | Fort Wayne, IN | Dec 2018 - Nov 2021 | 2 |
Fort Wayne Diamondbacks / Diamond Baseball And Softball Academy | Fort Wayne, IN | Dec 2008 - Dec 2019 | 11 |
Jpmorgan Chase Bank, N.a. | Fort Wayne, IN | Jan 2017 - Dec 2018 | 1 |
Dick's Sporting Goods | Fort Wayne, IN | May 2017 - Dec 2017 | < 1 |
Mike's Carwash | Fort Wayne, IN | Jun 2016 - Jan 2017 | < 1 |
Pro Football Hall Of Fame | Canton, OH | Sep 2014 - Jun 2016 | 1 |
Wet Willie's | Myrtle Beach, SC | Jun 2015 - Jul 2015 | < 1 |
Pro Football Hall Of Fame | Canton, OH | Aug 2014 - Jan 2015 | < 1 |
University Of Mount Union | Alliance, OH | Aug 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2019 |
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- IN
-
Total Assets Under Management231MILLIONS
-
Total Number of Accounts730ACCOUNTS
-
Average Account Value$316,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, IA, IL, IN, KY, MI, MN, NH, OH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.