President · Roberts, Glore & Co.
Jim L. Calaway
CRD 2453853 · Named on Form ADV at one SEC-registered adviser
At a glance
Roberts, Glore & Co., an SEC-registered wealth manager based in Deerfield, IL with $938 million in regulatory assets, lists Jim L. Calaway on its Form ADV as President, a control person.
Firms and roles
- Roberts, Glore & Co.PresidentWealth manager · Deerfield, IL · $938M in regulatory assets
AtlasMembers
Jim’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Clemens P. CiupkeTreasurer, Roberts, Glore & Co.
- Byron J. SmytheChief Compliance Officer, Roberts, Glore & Co.
- Christopher J. CiupkeAssistant VP, Roberts, Glore & Co.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jim’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.