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JB
JB

James Thomas Borello

James T. Borello & CO.
41 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
James T. Borello & CO.
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
649 clients
Average Client Portfolio
$658K average
Assets Under Management
$427.4M

Fee Structure

Minimum Investment:None

Location

151 Dundee Ave., East Dundee, IL, 60118

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
James T. Borello & CO.
February 1998 - Present · 28 yrs
James T. Borello & CO.Broker
March 1986 - Present · 39 yrs 11 mos
Previous Registrations
Long Grove Trading CO.Broker
July 1992 - December 1995 · 3 yrs 5 mos
Abacus Equity Services, INC.Broker
October 1986 - June 1987 · 8 mos
Cardell & Associates, IncorporatedBroker
November 1984 - October 1986 · 1 yr 11 mos
State Registrations2 states
ILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.