James Thomas Beverley

Current Employers

Employment History

• 08/2007 → 04/2018
  Partners Wealth Management
  Naperville, IL
• 04/2018 → Present
  Bluelake Wealth Advisors, Inc
  Burr Ridge, IL
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Burr Ridge, IL
• 08/2007 → Present
  Kestra Investment Services, Llc
  Burr Ridge, IL

Previous Registrations

• 2002-11-06 → 2007-08-07
  Northwestern Mutual Investment Services, Llc
  Oak Brook, IL
  Oak Brook, IL

Other Businesses

Busi Nm:Jim Beverley, James Beverley, James T. Beverley Inv Related: No Address:18 w 070 16th Street Lombard IL 60148 Nature of Business:Civic Title:Assistant coach Start Date:3/5/2021 Hrs/mth:0-16 Duties:i will attend weekend practices and games,help other coaches run drills,attend coaches meetings Busi Nm:the marketeers inv club Inv Related:Yes Address:Central Ave Arlington Heights IL 60004 Nature of Busi:we are 4 couples that invest money each month Title:Partner Start Date:4/15/1996 Hrs/mth:0-16 Duties:i go to the meetings,vote on buys and sells. Busi Nm:BlueLake Wealth Advisors, Inc. Investment Related:Yes Address: 745 McClintock Drive Burr Ridge IL 60527 Nature of Bus:Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance;Investment Advisory services through Kestra Advisory Services, LLCTitle: Financial Advisor Start Date:3/1/2018Hrs/mth:145-160 Duties:Meet with clients, explore their interests,offer solutions and implement changes as best serves the clients needs. Busi Nm: Kestra Advisory Services, LLC Investment Related: Yes Address:5707 Southwest Pkwy Bld 2, Ste 400 Austin TX 78735 Nature of Busi:Inv Advisory services through Kestra Advisory Services, LLCTitle:Inv Advisor Start Date:4/4/2016 Hrs/mth:Up to 100% (0to160 hours) Duties:Investment advisory services Busi Nm:Montini Catholic High School Inv Related:No Address: 18 w. 070 16th Street Lombard IL 60148 Nature of Business:It is an Illinois Catholic HS,academics and sports, theatre,art, music. Title:asst coachStart Date:11/1/2016 Hrs/mth:0-16 Duties:Asst wrestling coach. lead workouts, drive to and from meets,wrestle on occasion,and talk with parents,coach "corner" individual matches. Busi Nm:Montini Catholic High School Investment Related: No Address: 08 w. 070 16th Street Lombard IL 60148 Nature of Busi:i'm on an alumni board and golf outing committee Title:member of com Start Date:9/1/2013 Hrs/mth:0-16 Duties:show up at meetings and share my thoughts Busi Nm:Jim Beverley,Inc Investment Related:No Address:1113 Catherine Ave Naperville IL 60540 Nature of Busi:tax planning for business revenues Title:Owner, president Start Date:12/10/2013 Hrs/mth:0-16 Duties:report to my accountant on revenues and expenses of my busi. PARKS EDGE EXECUTIVE TOWNHOME BOARD POSITION:Recording Secretary NATURE:Board position (Board of Dir,Board of Ttees,etc.) INV RELATED:No NUMBER OF HOURS:2 SECURITIES TRADING HOURS:1 START DATE:10/01/2021 ADDRESS:822 Leona Mae Ct, Naperville IL 60563, United States DESCRIPTION:record meeting minutes and vote on issues presented to the board. the term is currently for 3 years. Bus Name: RECLAIM 13 BOARD OF DIRECTORS POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/30/2024 ADDRESS: P.O. Box, Downers Grove IL 60515, United States DESCRIPTION: At this point I have been invited to sit on the board. Contribute to the integrity of Reclaim 13. Promote activities projects and programs. Provide support and oversight of Reclaim 13's management and governance. Attend board meetings and conference calls. Support and participate in fundraising efforts. Ensure proper fiduciary governance. Those are the responsibilities listed.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-14
• S63 Uniform Securities Agent State Law Examination
  1997-01-22

Designations

Other Names

• Jim Beverley