Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Vance James is a financial advisor with over 40 years of experience in the industry. Jeff James is currently registered with IC Advisory Services, Inc. and has held prior registrations with Prudential Securities Incorporated, Salomon Smith Barney Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Jeff James is a licensed financial advisor in Alabama, California, Colorado, Delaware, District of Columbia, Florida, Hawaii, Louisiana, New York, North Carolina, and Texas. Jeff James is also a Registered Investment Advisor in Louisiana and Texas. Jeff James has specializations in Financial Planning, Pension Consulting, Portfolio Management for Businesses, Portfolio Management for Individuals, and Selection of Other Advisers.
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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2
NJ
06/02/2023 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
NY
10/16/2000 - 05/12/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 10/19/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/25/1981 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 08/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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