Unclaimed Profile

John Joseph Almeida

BALANCE SHEET SOLUTIONS LLC·WARRENVILLE, Illinois

SIE, Series 7, Series 24, Series 66CFAClean record16 years registeredBALANCE SHEET SOLUTIONS LLC

4450 WEAVER PARKWAY, WARRENVILLE, IL 60555-3926CRD# 4533343Firm CRD# 124786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Joseph Almeida · WARRENVILLE, IL

Registration

CRD #4533343 · BALANCE SHEET SOLUTIONS LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALANCE SHEET SOLUTIONS LLC

BALANCE SHEET SOLUTIONS LLC

Jan 2010 – Dec 2016

NAPERVILLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 25, 2010

Years registered · 16

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALANCE SHEET SOLUTIONS LLC

CRD 124786 · SEC 801-63345

AUM

$908M

Regulatory assets under management

Employees

22 client accounts

Services offered by BALANCE SHEET SOLUTIONS LLC

Per Form ADV

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at BALANCE SHEET SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does John Joseph Almeida offer?

John Joseph Almeida specializes in Wealth Management.

What are John Joseph Almeida's credentials?

John Joseph Almeida holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Joseph Almeida located?

John Joseph Almeida is based in WARRENVILLE, Illinois, last registered with BALANCE SHEET SOLUTIONS LLC.

How does John Joseph Almeida charge for services?

John Joseph Almeida'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 BALANCE SHEET SOLUTIONS LLC?

BALANCE SHEET SOLUTIONS LLC has approximately 28 employees and manages $908M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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