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Biography

James Alexander is a Partner in the Wheaton office. He is a member of the wealth management team, providing holistic financial planning for high-net-worth families navigating uncertainty about their financial future. With over 15 years of experience, he delivers investment management, financial planning, estate planning, tax planning, and insurance planning, tailoring strategies designed to help clients navigate complex or changing circumstances with greater clarity.

Prior to joining Cerity Partners, James was a Partner and Senior Financial Advisor at Edge Financial Advisors, working closely with families to help them navigate pivotal financial decisions with greater confidence. Beyond his advisory role, he helped lead the firm’s associates, guiding their growth and helping them chart a path to success within the company. James was also previously employed as a branch manager at TD Ameritrade.

In his spare time, James enjoys playing chess and pickleball. He is an avid baseball enthusiast and a devoted Chicago Cubs fan. James lives in Naperville with his wife Rachel and son Theo.

Learn more about my practice.

Education

  • B.B.A in Finance from Loyola University Chicago
  • B.S. in Mathematics from Loyola University Chicago

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Chess Coach at Whittier Elementary

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.