JF
James Frederick Schlager
CRD 1944421
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Cerity Partners Llc | Registered representative | 07/20/2026 |
| Running Point Capital Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Running Point Capital Advisors Llc
Ceo And Cco, Manager · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗