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James E Comer

Investment adviser representative at Plante Moran Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$26.9BFirm 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Plante Moran Financial AdvisorsAug 2019 to now
  2. Michigan Beer Growler CoMay 2019 to Aug 2019
  3. Oakland Hills Country ClubMay 2019 to Aug 2019
  4. JP Morgan ChaseMay 2018 to Sep 2018
  5. Oakland Hills Country ClubMay 2017 to Aug 2017
  6. Michigan State UniversityFeb 2016 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (OH).

Plante Moran Financial Advisors

Legal name: Plante Moran Financial Advisors, LLC

$26.9BAssets managed
4,009Clients
130Advisers
33 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
7256346
Firm CRD
112158
Advisor's SEC record (opens in a new tab)
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