James Charles Farmer

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → Present
  Fsg
  Hoffman Estates, IL
• 09/2016 → Present
  The Leaders Group, Inc.
  Littleton, CO
• 03/2009 → Present
  Windy City Financial Planners
  Hoffman Estates, IL

Other Businesses

1.) FINANCIAL STRATEGIES GROUP LLP - 3/1/2009 - 805 S McHenry Avenue, Suite I, Crystal Lake, IL 60014 - Wholesaler, point of sale, non-variable ins, Not Invt Rel, 160 hrs/mo;160 hrs/mo (during trading hours). 2.)TLG ADVISORS INC. - 5/28/26 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-12-03

Designations

• Chartered Financial Consultant

Other Names

• Jamie Charles Farmer