James Elno Makee

Current Employers

Employment History

• 02/2007 → 10/2017
  Ubs Financial Services Inc.
  Pepper Pike, OH
• 10/2017 → Present
  Wells Fargo Advisors Financial Network, Llc
  Beachwood, OH

Previous Registrations

• 2007-02-09 → 2017-10-26
  Ubs Financial Services Inc.
  Pepper Pike, OH
  Pepper Pike, OH
  Pepper Pike, OH
  Pepper Pike, OH
• 2003-09-17 → 2007-02-09
  Keybanc Capital Markets Inc.
  Pepper Pike, OH
  Pepper Pike, OH
• 2003-05-21 → 2003-09-17
  Firstmerit Advisors, Inc.
  Akron, OH
• 2003-08-04 → 2003-09-11
  Valmark Advisers, Inc.
  Akron, OH
• 1999-05-14 → 2002-09-17
  Keybanc Capital Markets Inc.
  Pepper Pike, OH

Other Businesses

JJJ FINANCIAL GROUP, LLC; INVESTMENT RELATED; BEACHWOOD,OH; 100% OWNERSHIP; START DATE 05/10/2019; NUMBER OF HOURS PER MONTH 240; NUMBER OF HOURS DURING TRADING 240; OWNER. GEAUGA COUNTY AIRPORT AUTHORITY; NOT INV. RELATED; BOARD MEMBER; MIDDLEFIELD, OH; START DATE 1/2021; 5 HRS PER MONTH; DUTIES: ATTEND MEETINGS, PLANNING AND OPERATION OF THE GEAUGA COUNTY AIRPORT AND VOTE ON FINANCIAL ACTIVITIES. GEAUGA COUNTY AIRPORT AUTHORITY; NOT INV. RELATED; STEERING COMMITTEE CHAIRMAN; MIDDLEFIELD, OH; START DATE 3/2021; 5 HRS PER MONTH; MINIMAL HRS DURING TRADING; DUTIES: LEAD 10 YEAR PLANNING COMMITTEE TO DEFINE AIRPORT'S FUTURE. MAKFLY LLC, NOT INVT RELATED, CHARDON, OH, 100% OWNERSHIP, START DATE 9/16/2024, 10 HRS PER MONTH, 0 HRS DURING TRADING, PURCHASE OF AIRCRAFT FOR PERSONAL AND CHARITABLE FLIGHTS. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INV RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START 12/1/24, 8 HRS PER MONHT, 8 HRS DURING TRADING, INSURANCE PRACTICE;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-16
• S63 Uniform Securities Agent State Law Examination
  1996-01-29

Other Names

• Jim Makee