JAMES M. VARNER
FINANCIAL SOLUTIONS ADVISORY GROUP | WEALTH MANAGER
CHICAGO, IL 60631
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CRD#: 7012754
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.
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 exam in 1990.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
J Matt Varner Mr | Matt Varner Mr
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.
1. Seminary Court Townhome Associate-Treasurer; No compensation receievd; member of the association; 2hrs devoted per month to OBA; 0 hrs devoted during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view JAMES MATTHEW VARNER's 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®
Experience
Current
November 5, 2025 - Present
FINANCIAL SOLUTIONS ADVISORY GROUP
Office #1: 8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631RIA
CRD#: 125218
CHICAGO, IL
Past
September 5, 2018 - November 1, 2024
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Buffalo Grove, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FS
FINANCIAL SOLUTIONS ADVISORY GROUP
FINANCIAL SOLUTIONS ADVISORY GROUP | FINANCIAL SOLUTIONS ADVISORY GROUP, INC.
CRD#: 125218 / SEC#: 801-62068
RIA
Registered Investment Advisory firm - (6/6/2003 Approved)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(11/5/2025)
Current Firm
FS
FINANCIAL SOLUTIONS ADVISORY GROUP
FINANCIAL SOLUTIONS ADVISORY GROUP | FINANCIAL SOLUTIONS ADVISORY GROUP, INC.
CRD#: 125218 / SEC#: 801-62068
RIA
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Contact information
Main Address
8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631
Mailing Address
Phone number
(773) 714-1540
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 350 |
| AUM (Assets Under Management) | $ 880,000,000 |
Red Flags
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Company Information
FINANCIAL SOLUTIONS ADVISORY GROUP
WEALTH MANAGERCRD#: 125218Chicago, IL 60631TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
