AdvisorOS Directory
Claim Profile
JD

James Blake Dobbs

WOODFIELD FINANCIAL ADVISORS, INC.·DEER PARK, Illinois
Unclaimed Profile
21660 W. FIELD PKWY SUITE 290, DEER PARK, IL 60010CRD# 1343000Firm CRD# 123279
01

About

James Blake Dobbs is a registered financial advisor based in DEER PARK, Illinois, affiliated with WOODFIELD FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WOODFIELD FINANCIAL ADVISORS, INC.
WOODFIELD FINANCIAL ADVISORS, INC.
AUM
$163M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WOODFIELD FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1343000
Firm CRD# 123279
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DEER PARK?

Browse all registered financial advisors in DEER PARK, Illinois or claim this profile if it's yours.

Browse DEER PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Blake Dobbs offer?
James Blake Dobbs specializes in Financial Planning, Investment Management. Contact their office in DEER PARK, Illinois for a consultation.
What are James Blake Dobbs's credentials?
James Blake Dobbs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Blake Dobbs located?
James Blake Dobbs is based in DEER PARK, Illinois, working with WOODFIELD FINANCIAL ADVISORS, INC.. Their office serves clients in the DEER PARK metropolitan area and surrounding communities.
How does James Blake Dobbs charge for services?
James Blake Dobbs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOODFIELD FINANCIAL ADVISORS, INC.?
WOODFIELD FINANCIAL ADVISORS, INC. has approximately 3 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DEER PARK
James Walter Hartwell — ESSEX LLCCharles Donald Bradburn — ESSEX LLCMichael Keith Smith — PLEXUS FINANCIAL SOLUTIONS, LLCKarin Marie Siegfried — PLEXUS FINANCIAL SERVICES, LLCArthur Allen Freedman — ESSEX LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile