James Michael Weil

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 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

• 01/1992 → 09/2020
  Private Vista, Llc (Formerly Financial Strategy Network Llc)
  Chicago, IL
• 10/2011 → 01/2018
  Comprehensive Asset Management & Servicing, Inc.
  Parsippany, NJ
• 09/2020 → Present
  Hightower Advisors Llc
  Chicago, IL

Previous Registrations

• 1999-02-03 → 2020-11-04
  Private Vista, Llc
  Chicago, IL
  Chicago, IL
  Oak Brook, IL
• 2004-04-15 → 2004-12-31
  Raymond James Financial Services, Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

RUTH LAKE COUNTRY CLUB - 6200 S MADISON ST., HINSDALE, IL 60521. COUNTRY CLUB (NOT FOR PROFIT). NOT INVESTMENT RELATED. POSITION IS BOARD DIRECTOR. DUTIES: MEETINGS 2X/MO - OVERSEE CLUB OPERATIONS. START DATE: NOVEMBER 2018. 4 HOURS/MO EXPECTED DEVOTED TIME. 0-1/HOURS/MO DURING SECURITIES TRADING TIME. NO COMPENSATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-19
• S63 Uniform Securities Agent State Law Examination
  1990-05-18

Designations

• Certified Financial Planner

Other Names

• Jim Weil