user avatar

James Aaron Christopher

Advisor at LPL Enterprise — Galesburg, IL

Updated today

Credentials

Series 66

Experience

8 years

Location

Galesburg, IL 61401

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 872 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

James Christopher is a Series 66–licensed financial advisor with LPL Enterprise and has eight years of industry experience. His prior roles include positions at Cetera and Avantax, and he is also the owner of multiple accounting and tax preparation businesses. Additionally, he serves as president of the Villa Monterey Condo Owners Association board of directors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm’s model-driven investment approach incorporates third-party portfolio strategists and offers access to a range of financial planning and asset management services.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Galesburg, IL

420 North Seminary Street

Galesburg IL 61401

Advisors at this office

1

Most active in

Illinois

Work history

8 years of industry experience

LPL Enterprise LLC

2026 - Present • 1 year

Galesburg, IL

Cetera

2025 - 2026 • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - 2026 • 1 year

Galesburg, IL

Avantax Insurance Agency, LLC

2019 - 2025 • 6 years

Galesburg, IL

Action Wealth Solutions

2018 - Present • 8 years

Galesburg, IL

QC Senior Care, Inc.

2018 - Present • 8 years

Moline, IL

Christopher and Associates LLC

2018 - 2026 • 8 years

North Liberty, IA

Avantax Advisory Services

2018 - 2025 • 7 years

Galesburg, IL

Action Tax LLC

2018 - Present • 8 years

Galesburg, IL

Avantax Investment Services, Inc.

2017 - 2025 • 8 years

Galesburg, IL

Palmer College

2016 - 2017 • 1 year

Davenport, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Timothy L

Series 63, Series 65

Galesburg, IL

CG Advisory Services

Timothy Loving is a financial advisor with CG Advisory Services in Galesburg, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Kure Advisory, Truadvice, LLC, Capital Asset Advisory Services, LLC, and Preservation Wealth Management. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios, third-party managers, and access to customized private equity and hedge fund investments.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jean S

CFP®, Series 63, Series 65

Galesburg, IL

Berthel, Fisher & Company Financial Services, Inc.

Jean Schneider is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. She also holds leadership roles as president of Insurance Advisers Agency, Inc. and Bailey Financial Group, Inc., both involved in insurance and securities sales since 1989. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
user avatar

Elijah L

Series 65

Galesburg, IL

CG Advisory Services

Elijah Loving is a financial advisor with CG Advisory Services holding a Series 65 credential and has been with the firm since 2024. He has no prior industry experience and holds an educational background from Western Illinois University. CG Advisory Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management using proprietary model programs and customized arrangements, supplemented by financial planning, retirement plan consulting, and fiduciary advice.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Gina M

Series 63, Series 65

Knoxville, IL

Sequent Planning, LLC

Gina Martin is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her prior roles include positions at Cambridge Investment Research and Farmers Financial Solutions. She serves as a board member for the OSF St Mary Medical Center Auxiliary. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement plan services through a network of independent advisers using a structured risk framework and a combination of firm-developed and third-party investment models.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
user avatar

Debra G

Series 66

Galesburg, IL

Benjamin F. Edwards & Company, Inc.

Debra Goodwin is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 credential and 26 years of industry experience. She has worked with Benjamin F. Edwards since 2015 and previously held positions at Wells Fargo Clearing and Wells Fargo Investments. Outside of finance, she owns and operates Prairie Rugs USA, a home-based business specializing in hand-woven rugs and stained glass. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage, utilizing proprietary strategies and third-party models with a combination of discretionary and non-discretionary managed solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Thomas E

Series 63, Series 65

Victoria, IL

J. W. Cole Advisors, Inc.

Thomas Eacott is a financial advisor with J. W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been self-employed in accounting through T & C Financial Inc. since 2005, serving as its president. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans nationwide through a network of more than 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)