James
Conybear
Envestnet Pmc
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About this Advisor
James Conybear is a financial advisor based in Tinley Park, Illinois, working with Envestnet Pmc. James has previously held positions at Fidelity Investments, Envestnet Financial Technologies, Roosevelt University, Officemax, and Mattersight Corporation. James has passed the Series 63 regulatory exam and is registered to provide services in Illinois. Currently, James is part of Envestnet Pmc, which operates out of Tinley Park, Illinois. The firm has 2 offices and 415 employees. The firm manages assets totaling $426.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Envestnet Pmc includes asset-based, fixed, and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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Envestnet Pmc Brokerage Details
$426,071,864,566
415
1,821,809
$233,873
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
James Conybear Work History
Envestnet Financial Technologies
Roosevelt University
Fidelity Investments
Envestnet Financial Technologies
Officemax
Mattersight Corporation
Disclosures
Please visit the SEC profile of James Conybear to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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