James Blair Callahan
Investment adviser representative at Cerity Partners LLC
16 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$161.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cerity Partners LLCAug 2026 to now
- Johnson Financial Group LLC dba Jfg Family OfficeJan 2024 to Jul 2026
- Jfg Wealth Management, LLCJan 2023 to Dec 2025
- Johnson Financial Group LLCJan 2023 to Jan 2024
- Saza Wealth Partners LLCOct 2020 to Jan 2023
- Shine Wealth PartnersSep 2019 to Sep 2020
- The Saza GroupApr 2019 to Sep 2019
- Janiczek Wealth ManagementAug 2010 to Apr 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2679930
- Firm CRD
- 151559