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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lawrence Kaplan is an Investment Advisor Representative with CW Advisors, LLC. James Kaplan has been in the industry since 1986, and has been with CW Advisors, LLC since July 2024. James Kaplan is registered with the state of Massachusetts and holds the Series 65 exam. James Kaplan has a general partnership with ASPERA LIMITED PARTNERSHIP and has been involved with them since 1986.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
07/09/2024 - Present
CW Advisors, LLC (BOSTON MA)
IA
Issued 07/13/1993
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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