James Matthew Varner
CFP®Professional Summary
JAMES MATTHEW VARNER, CFP®, who also goes by J Matt Varner Mr, Matt Varner Mr, is a registered financial advisor currently at FINANCIAL SOLUTIONS ADVISORY GROUP located in Chicago, Illinois. JAMES is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. JAMES has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Matt joined Leonetti & Associates in 1996 and is a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. Prior to becoming a Wealth Manager, he managed the company’s fixed-income portfolios and equity trading Before Leonetti & Associates, he was finance manager for the central region of Reuters America, Inc. He holds a Bachelor’s degree in Accounting from Illinois State University and a Master of Business Administration degree in Finance from the University of Chicago. He passed the CPA...
Other Aliases
J Matt Varner Mr, Matt Varner Mr
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Current Firm
FINANCIAL SOLUTIONS ADVISORY GROUP | FINANCIAL SOLUTIONS ADVISORY GROUP, INC.
Contact Information
Main Address
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631Phone Number
(773) 714-1540# of Employees
10SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
360AUM (Assets Under Management)
$935,000,000Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
Primary Firm SEC Registration
FINANCIAL SOLUTIONS ADVISORY GROUP | FINANCIAL SOLUTIONS ADVISORY GROUP, INC.
State Registrations and Notice Filings
(11/5/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
CRS (Client Relationship Summary) - RIA
Click below to view JAMES MATTHEW VARNER's CRS (Customer Relationship Summary).
Similar Advisors
COUNTRY CAPITAL MANAGEMENT COMPANY
UBS FINANCIAL SERVICES INC.
WILLIAM BLAIR
VERTEX PARTNERS
