James Fitzgerald has been an investment adviser representative at Lasalle Investment Advisors since August 2023, and is not listed among the firm’s executive officers or direct owners.
Lasalle Investment Advisors, Inc. is a Pewaukee, WI firm with $134M under management, 233 clients and 5 advisers in one office, as of its March 2026 filing.
- – present · 3 yearsPewaukee, WI · Adviser representative · Firm CRD 109303
Investment adviser representative registrations
James Fitzgerald is registered as an investment adviser representative in Wisconsin, since August 2023.
- WisconsinSince 21 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Thomas Fitzgerald
- CRD
- 7780357
- Firm
- Lasalle Investment Advisors · CRD 109303
- Office
- 1133 QUAIL COURT SUITE 100, Pewaukee, WI 53072
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does James Fitzgerald work?
James Fitzgerald is an investment adviser representative registered through Lasalle Investment Advisors, Inc. since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is James Fitzgerald a financial advisor?
Yes. James Fitzgerald has a current investment-adviser registration in Wisconsin, through Lasalle Investment Advisors since August 2023.
How many years of experience does James Fitzgerald have?
James Fitzgerald has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has James Fitzgerald passed?
James Fitzgerald passed the Series 65 in August 2023.
Where is James Fitzgerald based?
James Fitzgerald’s registered office is in Pewaukee, WI.
Is James Fitzgerald registered with FINRA?
No. James Fitzgerald has no current broker registration.
How can I verify James Fitzgerald’s record?
Search CRD 7780357 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Fitzgerald’s full registration record.