James P. Brewer

ZENDAMENTALS

Chicago, IL 60618

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CRD#: 2667567

Professional summary

James Philip Brewer, who also goes by Jim Philip Brewer, is a registered financial advisor currently at ZENDAMENTALS located in Chicago, Illinois.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. James has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Philip Brewer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Practicing CPA for a small accounting firm ( R Pernini & Assoc., LLP ) Self employed sole proprietor insurance agent professional commission related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Philip Brewer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 29, 2021 - Present

ZENDAMENTALS

Office #1: 2257 W Irving Park Rd Ste 1, Chicago, IL 60618

RIA

CRD#: 148411

Chicago, IL

Past

February 11, 2003 - August 23, 2004

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

December 12, 1995 - October 15, 1999

LIFEMARK SECURITIES CORP.

CRD#: 16204

ROCHESTER, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/7/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/5/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/11/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ZENDAMENTALS

EDDIE PATEL, INC | ZENDAMENTALS

CRD#: 148411 / SEC#: 801-134594

California

Registered Investment Advisory firm - (7/14/2021 Approved)

Illinois

Registered Investment Advisory firm - (10/1/2008 Approved)

Virginia

Registered Investment Advisory firm - (10/25/2021 Approved)

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Contact information

Main Address

2257 W Irving Park Rd Ste 1, Chicago, IL 60618

Mailing Address

Phone number

(773) 248-1000

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A&2B SEC (9/19/2025)

EDDIE PATEL, INC. DBA ZENDAMENTALS ADV PART 2A & PART 2B (3/6/2025)

Regulatory assets under management

Total Number of Accounts	945
AUM (Assets Under Management)	$ 129,644,565

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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James P. Brewer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Philip Brewer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZENDAMENTALS

AMERICAN GENERAL SECURITIES INCORPORATED

LIFEMARK SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/7/2003

Series 7

Date: 2/5/2003

Series 6

Date: 12/11/1995

Current Firm

ZENDAMENTALS

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ZENDAMENTALS

TRUST BUT VERIFY

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