Jim
Calaway
Roberts, Glore & Co
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About this Advisor
Jim Calaway is a financial advisor based in Deerfield, Illinois with a total of 26 years of relevant experience. Calaway is on the advisory team at Roberts, Glore & Co. During their career, Calaway has held roles at Roberts, Glore & Co and La Salle St. Securities, Inc. Calaway maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, District Of Columbia, Florida, Illinois, Maine, Massachusetts, Nebraska, New Hampshire, New Jersey, Virginia, Washington and Wisconsin. Roberts, Glore & Co is a firm operating out of Deerfield, IL. It has $714 million in assets between its 1,093 customer accounts, placing it among the larger firms in the United States by assets under management. The firm serves five charities and foundations. Of its 1,093 customer accounts, 46% belong to high-net-worth individuals who have greater than $1 million in assets. Roberts, Glore & Co has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules depend on the type of financial services. However, fee types billed by Roberts, Glore & Co can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Roberts, Glore & Co Brokerage Details
$714,037,306
7
1,093
$653,282
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jim Calaway Work History
Jim has been registered as a financial advisor for 26 years.*
Roberts, Glore & Co
La Salle St. Securities, Inc
*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 Jim Calaway 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 Roberts, Glore & Co
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
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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