James
Jelinek

Lincoln Investment

CRD#1791373
Investment Advisor
in Chicago, IL

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About this Advisor

James Jelinek is a financial advisor working in Chicago, Illinois who has 9 years of industry experience. Jelinek is currently employed by Lincoln Investment. Over the course of their career, they have held roles at Lincoln Investment and David L. Jelinek Agency LLC. Jelinek holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Lincoln Investment is a financial advisory company that has its headquarters in Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 employees. It handles $15 billion in assets under management across its 200,217 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 36 charities and foundations. Of its 200,217 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Lincoln Investment likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

#205 53 West Jackson Blvd
Chicago, IL 60604

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

IL Average: $15,833,994,310
Total Number of Employees

1,294

IL Average: 41
Total Number of Accounts

200,217

IL Average: 3,342
Average Account Size

$76,696

IL Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

James Jelinek Work History

James has been registered as a financial advisor for 9 years.*

2010 - Present (14 years)

Lincoln Investment

2000 - Present (24 years)

David L. Jelinek Agency LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Jelinek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Roger Miller
Independence, OH
Stephen Schultz
Horsham, PA
Bryan Alsbury
Renton, WA
Donald Jereb
Independence, OH
Bryan Faller
Blackwood, NJ
John Laurito
Fort Washington, PA
Lisagrace Alsbury
Renton, WA
Troy Prenger
Maria Stein, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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