James
Weber
Compass Financial Advisors LLC
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About this Advisor
James Weber is a financial advisor based in Fort Wayne, Indiana, working with Compass Financial Advisors LLC. James has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Fort Wayne Diamondbacks / Diamond Baseball And Softball Academy, Dick's Sporting Goods, Mike's Carwash, Pro Football Hall Of Fame, Wet Willie's, Ameriprise Financial Services, LLC, Varsity Tutors, Compass Financial Advisors, and Ausdal Financial Partners. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, James is part of Compass Financial Advisors LLC, which operates out of Fort Wayne, Indiana. The firm has 3 offices and 9 employees. The firm manages assets totaling $230.8 million 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, portfolio management for institutional clients, and pension consulting services. The fee structure at Compass Financial Advisors LLC includes asset-based, hourly, and fixed fees.
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Fee Structure
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Compass Financial Advisors LLC Brokerage Details
$230,847,427
9
730
$316,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
James Weber Work History
Compass Financial Advisors
Ausdal Financial Partners
Ameriprise Financial Services, LLC
Varsity Tutors
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Dick'S Sporting Goods
Mike'S Carwash
Wet Willie'S
Pro Football Hall Of Fame
Pro Football Hall Of Fame
Fort Wayne Diamondbacks / Diamond Baseball And Softball Academy
Disclosures
Please visit the SEC profile of James Weber 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 Compass Financial Advisors LLC
Fort Wayne, IN
Fort Wayne, IN
Chesterton, IN
Fort Wayne, IN
Chesterton, IN
Fort Wayne, IN
Valparaiso, IN
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