Unclaimed Profile

James Gerard Tillar

TILLAR-WENSTRUP ADVISORS, LLC·CENTERVILLE, Ohio

Series 2, Series 6, Series 63, Series 65Clean record23 years registeredTILLAR-WENSTRUP ADVISORS, LLC

1065 E. CENTERVILLE STATION ROAD, CENTERVILLE, OH 45459CRD# 1923001Firm CRD# 117295

Profile Verification

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

Identity

James Gerard Tillar · CENTERVILLE, OH

Registration

CRD #1923001 · TILLAR-WENSTRUP ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

JOURNEY ADVISORY GROUP, LLC

Jan 2023 – present

TW ADVISORS

Mar 2003 – Jan 2023

CENTERVILLE, OH

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 63

Series 65

Registration record

First registered · March 12, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TILLAR-WENSTRUP ADVISORS, LLC

CRD 117295 · SEC 801-60709

AUM

$270M

Regulatory assets under management

Employees

490 client accounts

Services offered by TILLAR-WENSTRUP ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at TILLAR-WENSTRUP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Gerard Tillar offer?

James Gerard Tillar specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CENTERVILLE, Ohio for a consultation.

What are James Gerard Tillar's credentials?

James Gerard Tillar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Gerard Tillar located?

James Gerard Tillar is based in CENTERVILLE, Ohio, working with TILLAR-WENSTRUP ADVISORS, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.

How does James Gerard Tillar charge for services?

James Gerard Tillar's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TILLAR-WENSTRUP ADVISORS, LLC?

TILLAR-WENSTRUP ADVISORS, LLC has approximately 4 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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