James L Alexander
Investment adviser representative at Cerity Partners Retirement Plan Consultants
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$40.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Cerity Partners Retirement Plan ConsultantsApr 2026 to now
- Cerity Partners LLCFeb 2026 to now
- Edge Portfolio Management, LLCOct 2019 to Feb 2026
- TD Ameritrade Investment Management, LLCSep 2017 to Oct 2019
- ScottradeMay 2010 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Cerity Partners Retirement Plan Consultants
Legal name: Cerity Partners Retirement Plan Advisors LLC
$40.3BAssets managed
850Clients
87Advisers
14 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
- 5718392
- Firm CRD
- 164198