James Leslie Clarren

American Trust Investment Services Advisory, INC.

30 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax Planning

American Trust Investment Services Advisory, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

84 clients

Average Client Portfolio

$177K average

Assets Under Management

$14.9M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

4722 Main Street, Lisle, IL, 60532

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2000

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

The filing mentions "FIXED INSURANCE" which implies James is involved in selling fixed insurance products.

Employment History

Current Registrations

American Trust Investment Services Advisory, INC.

August 2023 - Present · 2 yrs 6 mos

American Trust Investment Services, INC.

January 2015 - Present · 11 yrs 1 mo

American Trust Investment Services, INC.Broker

January 2015 - Present · 11 yrs 1 mo

Chicago Capital Management Advisors, LLC

September 2014 - Present · 11 yrs 5 mos

Previous Registrations

Lasalle St. Investment Advisors, L.L.C.

January 2011 - December 2014 · 3 yrs 11 mos

Lasalle St Securities, L.L.C.Broker

May 2002 - December 2014 · 12 yrs 7 mos

Jwgenesis Financial Services, INC.Broker

June 2000 - November 2000 · 5 mos

Concept 10 INC.Broker

March 2000 - April 2000 · 1 mo

Access Financial Group, INC.Broker

November 1997 - November 1999 · 2 yrs

H.J. Meyers & CO., INC.Broker

May 1995 - November 1997 · 2 yrs 6 mos

Joseph Roberts & CO., INC.Broker

July 1993 - May 1995 · 1 yr 10 mos

Chatfield Dean & CO., INC.Broker

March 1993 - July 1993 · 4 mos

State Registrations20 states

AZCACODEFLILINMAMDMINCNJNVNYSCTXVAWAWIWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.