James R. Kirchner
Professional summary
James Royal Kirchner, who also goes by J.r. Kirchner, James R Kirchner Jr, James R Kirchner, James Royal Kirchner Jr, James R Kirchner Jr, is a registered financial advisor currently at KIRCHNER FINANCIAL GROUP located in Chicago, Illinois.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. James has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Royal Kirchner's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 24, 2025 - Present
KIRCHNER FINANCIAL GROUP
June 25, 2020 - November 18, 2020
FOURSTAR WEALTH ADVISORS, LLC
September 25, 2019 - March 3, 2020
CABOT LODGE SECURITIES LLC
January 4, 2019 - March 6, 2019
SB ADVISORY, LLC
January 4, 2019 - September 27, 2019
IFS SECURITIES
August 11, 2015 - December 19, 2018
SANCTUARY ADVISORS, LLC
September 22, 2014 - December 19, 2018
SANCTUARY SECURITIES, INC.
August 14, 2014 - August 11, 2015
SANCTUARY SECURITIES, INC.
June 22, 2009 - August 8, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 19, 2009 - August 8, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 11, 1998 - May 13, 2009
UBS FINANCIAL SERVICES INC.
June 18, 1997 - May 13, 2009
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/24/2025)
Exams
Current Firm
KIRCHNER FINANCIAL GROUP
CRD#: 324260 / SEC#:
Contact information
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