Skokie, IL Office

Team
Updated today

Client AUM

$8,569,108,669

Clients

5,878

Advisors

2

Of 122 advisors across 27 offices

Location

5215 Old Orchard Rd, Suite 420

Skokie IL 60077

Advisors at this office

2

Advisors at this office

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Luis V

Series 63, Series 66

Skokie, IL

Snowden Capital Advisors LLC

Luis Vegas is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Snowden Lane Partners since 2020, following a combined 12-year tenure at JPMorgan Chase Bank and J.P. Morgan Securities. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and other institutional clients. The firm offers a range of services such as portfolio management, investment consulting, financial and estate planning, and utilizes multi-team scale and institutional capabilities to manage client assets across various strategies and custodial platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James C

Series 63, Series 66

Skokie, IL

Snowden Capital Advisors LLC

James Cannon is a financial advisor at Snowden Capital Advisors LLC with 25 years of industry experience. He previously worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2011 to 2020. Cannon holds Series 63 and Series 66 licenses. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach combined with institutional capabilities and a wide range of investment tools.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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