James
Tilley

Foundations Investment Advisors LLC

CRD#7199623
Investment Advisor
in Oak Brook, IL

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About this Advisor

James Tilley is a financial advisor based in Oak Brook, Illinois, working with Foundations Investment Advisors LLC. James has previously held positions at Ae Wealth Management, LLC, United States Marine Corps, Brinker, Scott Tucker Solutions, Inc, Full Time Student, Property Rental, Creativeone Wealth, Liberty Hill Financial Planners, and Foundations Investment Advisors, LLC. James has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, James is part of Foundations Investment Advisors LLC, which operates out of Oak Brook, Illinois. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1415 W 22Nd St Tower Floor
Oak Brook, IL 60523

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$5,442,145,599

IL Average: $1,555,372,352
Total Number of Employees

240

IL Average: 37
Total Number of Accounts

42,079

IL Average: 1,370
Average Account Size

$129,332

IL Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

James Tilley Work History

2024 - Present (0 year)

Foundations Investment Advisors, LLC

2023 - Present (1 year)

Creativeone Wealth

2023 - Present (1 year)

Liberty Hill Financial Planners

2015 - Present (9 years)

Property Rental

2019 - 2023 (4 years)

Ae Wealth Management, LLC

2019 - 2020 (1 year)

Brinker

2019 - 2023 (4 years)

Scott Tucker Solutions, Inc

2014 - 2018 (4 years)

Full Time Student

2005 - 2014 (9 years)

United States Marine Corps

Disclosures

Please visit the SEC profile of James Tilley 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 Foundations Investment Advisors LLC

Scott Preble
Surprise, AZ
Ernest C'Debaca
Phoenix, AZ
Byron Jimmerson
Phoenix, AZ
Benjamin Dzialo
Bayville, NY
Dylan Janzen
Phoenix, AZ
Nathan Faldmo
Phoenix, AZ
Jessica Grosskopf
Phoenix, AZ
Austin Porchelli
West Springfield, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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