James Peter Veers
Investment adviser representative at Studio Investment Management
19 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$903MFirm assets
Are you James Peter Veers? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Studio Investment ManagementJul 2023 to now
- Great Lakes AdvisorsDec 2019 to Apr 2023
- N/aMar 2017 to Dec 2019
- Lombardia Capital PartnersFeb 2007 to Mar 2017
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Studio Investment Management
Legal name: Studio Investment Management, LLC
$903MAssets managed
355Clients
4Advisers
5 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
- 7775311
- Firm CRD
- 158489