James Chapman, financial advisor Hoffman Estates IL
90 score

James Chapman

CRD Number: 6085080
Current Firm: Clearwater Capital Partners, LLC

James Chapman (CRD# 6085080) is an Investment Advisor Representative working at Clearwater Capital Partners, LLC in Hoffman Estates, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Clearwater Capital Partners, LLC Hoffman Estates, IL Jun 2016 - Current 1
Clearwater Capital Partners, LLC Hoffman Estates, IL Jun 2016 - Current 1
Lpl Financial San Diego, CA Jun 2013 - Current 4
Illinois State University Normal, IL Aug 2012 - Current 5
Clearwater Capital Partners, LLC Hoffman Estates, IL Dec 2013 - Jun 2016 2
Clearwater Capital Partners, LLC Hoffman Estates, IL Jun 2010 - Dec 2013 3
Lifetime Fitness Algonquin Algonquin, IL Jun 2011 - Aug 2012 1
Westminster Christian School Elgin, IL Aug 2006 - May 2012 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for James F. Chapman
Phone Number: 847-841-8650
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    482
    MILLIONS
  • Total Number of Accounts
    1,274
    ACCOUNTS
  • Average Account Value
    $378,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, FL, GA, IL, MI, NC, NE, PA, TX, VA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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