James Veers has been an investment adviser representative at Studio Investment Management since July 2023, and is not listed among the firm’s executive officers or direct owners. James Veers holds a B.S. in Engineering from the University of Illinois and an MBA from Indiana University.
Studio Investment Management, LLC is a Chicago, IL firm with $903M under management, 355 clients and 4 advisers across 3 offices, as of its October 2026 filing.
James Veers is Portfolio Manager of STUDIO. He joined the firm in 2023. He began his investment management career in 2004 at Timeless Investment Management and went on to work at Lombardia Capital Partners and Great Lakes Advisors.
- Studio Investment ManagementCurrent– present · 3 yearsDowners Grove, IL · Adviser representative · Firm CRD 158489
Professional designations
Listed by Studio Investment Management
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
James Veers is registered as an investment adviser representative in Illinois, since July 2023.
- IllinoisSince 10 July 2023
Examinations
No examinations are on James Veers’s record.
- Full name
- James Peter Veers
- CRD
- 7775311
- Firm
- Studio Investment Management · CRD 158489
- Office
- Downers Grove, IL
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- studioinvestment.com
Where does James Veers work?
James Veers is an investment adviser representative registered through Studio Investment Management, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is James Veers a financial advisor?
Yes. James Veers has a current investment-adviser registration in Illinois, through Studio Investment Management since July 2023.
How many years of experience does James Veers have?
James Veers has 3 years in the financial industry, since July 2023, across 1 adviser firm.
Where is James Veers based?
James Veers’ registered office is in Downers Grove, IL.
Is James Veers registered with FINRA?
No. James Veers has no current broker registration.
Is James Veers a CFP?
Studio Investment Management lists James Veers with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: James Veers, CFA, CFP® biography, studioinvestment.com
Is James Veers a CFA charterholder?
Studio Investment Management lists James Veers with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: James Veers, CFA, CFP® biography, studioinvestment.com
How can I verify James Veers’ record?
Search CRD 7775311 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Veers’ full registration record.