AdvisorOS Directory
Claim Profile
JH

Jeffery Brian Harper

OPUS WEALTH PARTNERS, LLC·LISLE, Illinois
Unclaimed Profile
1011 WARRENVILLE ROAD, LISLE, IL 60532CRD# 1952224Firm CRD# 176525
01

About

Jeffery Brian Harper is a registered financial advisor based in LISLE, Illinois, affiliated with OPUS WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
OPUS WEALTH PARTNERS, LLC
OPUS WEALTH MANAGEMENT GROUP
AUM
$246M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at OPUS WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1952224
Firm CRD# 176525
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LISLE?

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

Browse LISLE 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 Jeffery Brian Harper offer?
Jeffery Brian Harper specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LISLE, Illinois for a consultation.
What are Jeffery Brian Harper's credentials?
Jeffery Brian Harper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery Brian Harper located?
Jeffery Brian Harper is based in LISLE, Illinois, working with OPUS WEALTH PARTNERS, LLC. Their office serves clients in the LISLE metropolitan area and surrounding communities.
How does Jeffery Brian Harper charge for services?
Jeffery Brian Harper'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 OPUS WEALTH PARTNERS, LLC?
OPUS WEALTH PARTNERS, LLC has approximately 8 employees and manages $246M 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 LISLE
Sean Thomas Sebold — SEBOLD CAPITAL MANAGEMENT, INCKristopher Charles Kessler — CHICAGO CAPITAL MANAGEMENT ADVISORS, LLCBruce Rudolph Albelda — GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLCAnthony Norbert Carlini — FIDUCIARY FINANCIAL PARTNERS, LLCWilliam Belden — AMPLIFY INVESTMENTS 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