ADVISOR BIO

James P. Vilasuso is an investment advisor representative at Ameriprise Financial Services, LLC. James has been in the financial industry since December 2011 and is registered with the state of Connecticut and Florida. James holds the Series 66, Series 7, and SIE licenses. James is a member of the Ameriprise Financial Services, LLC team in West Hartford, Connecticut. James offers a range of services, including financial planning, pension consulting, and asset allocation services.

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ADVISOR BIO

James Mathew Vinograd is an active investment advisor representative in Connecticut and Texas with over 20 years of experience in the financial services industry. James is currently registered with J.p. Morgan Securities LLC.

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ADVISOR BIO

James Meehan is a financial advisor with USI Advisors, based in Glastonbury, CT. James has been in the financial industry since 2000 and has a variety of experience working with clients in Connecticut and New York. He has a broad range of experience, with previous roles at several firms including LPL Financial, The Investment Center, and Sentinel Securities. James holds the Series 6, 7, 31, 63 and 66 licenses. James works with a variety of clients including insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

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ADVISOR BIO

James Palen is a financial professional with over 25 years of experience in the industry. James is currently a registered representative with Jefferies LLC and has held previous positions with Credit Suisse Securities (USA) LLC, Guggenheim Securities, LLC, and Bear, Stearns & Co. Inc. James is licensed in all 50 states and the District of Columbia. James holds the Series 7, Series 63, Series 79TO, and SIE licenses.

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ADVISOR BIO

James Douglas Ebert is a financial advisor at Commonwealth Financial Network. James has been in the financial industry for over 10 years. James holds a Series 65 license and is registered with the states of Connecticut and Massachusetts. James is also a co-owner of Pendleton Capital Partners, LLC, a real estate investment firm based in Greenville, South Carolina. James specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.

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ADVISOR BIO

James C. Bush is a registered investment advisor representative. James is currently registered with Virtus Investment Advisers, Inc. James has been in the securities industry for 13 years. James has passed the Series 66, Series 51, Series 24, SIE, Series 31, and Series 7 exams. James is registered with the state of Connecticut as both a broker and an investment advisor. James is also registered with the state of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming as a broker. Prior to joining Virtus Investment Advisers, Inc., James was employed by MORGAN STANLEY SMITH BARNEY and WADDELL & REED, INC.. James has an active role in the securities industry and is currently registered with FINRA and 52 state securities regulators.

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ADVISOR BIO

James William Coleman is a financial advisor currently registered with LPL Financial LLC, with over 34 years of experience in the financial industry. James has a proven track record of helping clients achieve their financial goals. James is a registered representative with LPL Financial LLC in Waterbury, CT. Previous firms James was affiliated with include Securities America, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. James holds a variety of licenses and certifications, including Series 7, Series 24, and Series 63. James specializes in working with individuals, families, and businesses.

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ADVISOR BIO

James Swan is a financial advisor with over 27 years of experience in the financial services industry. James is currently registered with Oppenheimer & Co. Inc. and is located in Stamford, CT. Prior to joining Oppenheimer & Co. Inc., James worked at Stifel, Nicolaus & Company, Incorporated, BB&T Securities, LLC, Scott & Stringfellow, LLC, Bergen Capital, Inc., Belle Haven Investments, L.P., Merit Capital Associates, Inc., Gilmore Securities & Co., and Greenwich Partners, Inc. James holds several licenses, including Series 7, Series 52, Series 63, and Series 79.

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ADVISOR BIO

James Messina is a financial professional with over 6 years of experience in the financial services industry. James is registered with Prudential Annuities Distributors, Inc., a firm with over 20 years of experience in the financial services industry. James is licensed to sell securities in 15 states.

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ADVISOR BIO

James Cook is a financial advisor who has been working in the industry since 1996. James has experience in financial planning, portfolio management, and investment advisory services. Currently, James is registered with TJT Capital Group, LLC in Connecticut and Texas. Prior to joining TJT Capital Group, LLC, James has worked with various financial institutions. James is a Certified Financial Planner and holds Series 6, 63 and 65 licenses. James Cook is a valuable asset to his clients and has a strong reputation in the industry.

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