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James D Zahakos

Fortis Group Advisors LLC

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About James D Zahakos

James Zahakos is an active investment advisor representative in New Jersey and Texas. James has been in the financial industry since August 4, 2013. James is currently registered with Fortis Group Advisors LLC and has a background in various financial services firms such as VOYA Financial Advisors, Inc. and Edward Jones. James is registered with FINRA as well as the state of Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Vermont. James has obtained the Series 66, Series 7 and SIE securities licenses. James has provided advisory services to clients with a variety of asset types and portfolios, including corporations, high-net-worth individuals, pension plans, individuals, and charitable organizations.

Firm Information

James Zahakos is currently registered with Fortis Group Advisors LLC. Fortis Group Advisors LLC is an investment advisory firm headquartered in Westwood, NJ. They provide financial planning, portfolio management for individuals and selection of other advisors. The firm manages over $799 million in assets for individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm has 29 licensed agents, 29 investment adviser representatives, and 23 registered representatives.
Fortis Group Advisors LLC

345 KINDERKAMACK ROAD, SUITE B

WESTWOOD, NJ 07675

$799.56M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Zahakos’s Registration & Firm History

NJ

10/14/2024 - Present

Fortis Group Advisors LLC (HOLMDEL NJ)

NJ

01/06/2017 - 04/07/2020

VOYA FINANCIAL ADVISORS, INC. (Iselin NJ)

NY

08/05/2013 - 01/10/2017

EDWARD JONES (STATEN ISLAND NY)

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Licenses & Designations

BOTH

Issued 09/24/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James D Zahakos.
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