James Edward Stone

Current Employers

Employment History

• 11/1998 → 05/2022
  Lincoln Financial Advisors Corporation
  Rosemont, IL
• 05/2022 → 09/2023
  Sagepoint Financial, Inc.
  Schaumburg, IL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Schaumburg, IL

Previous Registrations

• 2022-05-16 → 2023-09-01
  Osaic Services, Inc.
  Schaumburg, IL
  Scottsdale, AZ
  Schaumburg, IL
• 1999-06-14 → 2022-05-16
  Osaic Fa, Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1) IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 200 START DATE: 05/16/2022 ADDRESS: 650 E. Algonquin Rd, #300, Schaumburg IL 60173, United States DESCRIPTION: Insurance Agent, Financial Planner marketing under the Ironbridge Wealth Counsel, LLC 2) SRCO LLC POSITION: Managing member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 650 E. Algonquin Rd, #300, Schaumburg IL 60173, United States DESCRIPTION: Process payroll for staff members 3)26.2 PACER LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 11/13/2024 ADDRESS: 8N051 Big Axe Rd, St. Charles IL 60175, United States DESCRIPTION: This is the LLC for me to own shares in IronBridge Wealth Counsel

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-28
• S63 Uniform Securities Agent State Law Examination
  1994-08-25

Designations

Other Names

• James E Stone