James W Beran

Current Employers

Employment History

• 09/2024 → Present
  Sequent Planning, Llc
  La Grange Park, IL
• 03/2011 → Present
  James W Beran Insurance Agency Ltd
  Westchester, IL

Other Businesses

1. INSURANCE AGENT WITH JAMES W BERAN INSURANCE AGENCY: INVESTMENT RELATED: PRIVATE RESIDENCE, LA GRANGE PARK, IL 60526, 03/2011 to Present, 160 hr/mo during trading hours. Duties Include Insurance Products and Services to clients and prospects. 2. 17 MECHANIC LLC: INVESTMENT RELATED: MANAGING MEMBER OF RENTAL REALESTATE: LA GRANGE PARK, IL, 07/2021 TO PRESENT: 10 HOURS/MO DURING NON-TRADING HOURS. DUTIES INCLUDE: OVERSEEING MANAGEMENT AND OPERATIONS OF RENTAL PROPERTY. 3. TOP HAT PROPERTIES LLC: INVESTMENT RELATED: MANAGING MEMBER OF RENTAL REALESTATE: LA GRANGE PARK, IL, 04/2019 TO PRESENT: 10 HOURS/MO DURING NON-TRADING HOURS. DUTIES INCLUDE: OVERSEE OPEATIONS OF RENTAL PROPERTY. 4. JMB HICKORY LLC: INVESTMENT RELATED: MANAGING MEMBER OF RENTAL REALESTATE: LA GRANGE PARK, IL, 04/2017 TO PRESENT: 7.2 HOURS/MO AND 0 HOURS DURING TRADING HOURS. OVERSEEING MANAGEMENT AND OPERATIONS OF RENTAL PROPERTY. 5. JMB PROPERTY GROUP LLC: INVESTMENT RELATED: MANAGING MEMBER: LA GRANGE PARK, IL, 04/2017 TO PRESENT: 7.2 HOURS/MO AND 0 HOURS DURING TRADING HOURS. OVERSEEING MANAGEMENT AND OPERATIONS OF RENTAL PROPERTY. 6.MAINSUITE RENTALS LLC: INVESTMENT RELATED: MANAGING MEMBER: LA GRANGE PARK, IL, 10/2017 TO PRESENT: 7.2 HOURS/MO AND 0 HOURS DURING TRADING HOURS. OVERSEEING MANAGEMENT AND OPERATIONS OF RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-27
• S63 Uniform Securities Agent State Law Examination
  2006-08-11