James Tillman, financial advisor Burton MI
93 score

James Tillman

CRD Number: 5427416
Current Firm: J.p. Morgan Securities LLC

James Tillman (CRD# 5427416) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Burton, MI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Burton, MI Dec 2017 - Current < 1
Macys Saginaw, MI Sep 2016 - Current 1
The Pancakeman Saginaw, MI May 1995 - Current 22
The Huntington Investment Company Lansing, MI Feb 2017 - Dec 2017 < 1
National Financial Services Columbus, OH Feb 2017 - Dec 2017 < 1
Lpl Financial LLC Lansing, MI Dec 2014 - Feb 2017 2
Firstmerit Bank Lansing, MI Dec 2014 - Feb 2017 2
Cuso Financial Services, LP Mansfield, OH Nov 2013 - Nov 2014 1
Proequities, Inc. Saginaw, MI May 2010 - Nov 2013 3
Bankers Life And Casualty Saginaw, MI Nov 2009 - Nov 2013 4
Uvest Financial Services Group, Inc. Saginaw, MI Nov 2009 - May 2010 < 1
Edward Jones Saginaw, MI Sep 2007 - Oct 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for James J. Tillman
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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