A complete list of active advisors currently associated with James T. Borello & Co.
Warmer can help you find a great advisor at James T. Borello & Co. or one who fits your needs even better.
James T. Borello & Co. serves individuals, high‑net‑worth clients, family offices, small businesses, trusts, and other legal entities, managing roughly $514 million for about 700 client relationships with a four‑advisor team. The firm provides discretionary portfolio management alongside comprehensive financial planning services, including retirement and education planning, insurance planning, eldercare support, estate planning, and tax preparation. Investment advice is delivered through asset‑allocation models tailored to each client’s goals, time horizon, and risk tolerance, with portfolios typically constructed from diversified mutual funds, ETFs, and select individual securities. JTB uses quantitative and computer‑based analysis and third‑party software, conducts periodic and ad hoc account reviews, and generally directs custody and trade execution through the TD Ameritrade Institutional program. Compared with most team advisers, JTB operates as both a registered investment adviser and a broker‑dealer with registered representatives and several personnel licensed to sell insurance, which can result in commission‑based compensation for insurance and certain securities transactions. The firm also offers tax preparation through Enrolled Agents and discloses its commission arrangements and Code of Ethics in its brochure to address potential conflicts of interest arising from these additional activities.
To learn more about the advisors currently working at James T. Borello & Co., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
East Dundee, IL
| 3
| |
East Dundee, IL
| 9
| |
East Dundee, IL
| 41
| |
East Dundee, IL
| 32
|
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