James Thomas Begley
Investment adviser representative at Zacks Investment Management, Inc.
13 yearsExperience
1 stateRegistered in
$14.6BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Zacks Investment Management, Inc.Apr 2022 to now
- Exclusive RealtorsAug 2020 to now
- Lauterbach & Amen, LLPMay 2021 to Oct 2021
- Lewis UniversityJan 2020 to Dec 2021
- Real People RealtyDec 2019 to Jul 2020
- Riverside HealthcareMay 2018 to Aug 2021
- Joliet Junior CollegeMay 2018 to Dec 2019
- Peotone High SchoolAug 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Zacks Investment Management, Inc.
$14.6BAssets managed
3,741Clients
83Advisers
34 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
- 7706743
- Firm CRD
- 110897