ADVISOR BIO

James Howard Sachs is a financial professional with over 28 years of experience in the industry. James has a Series 6 license and is registered with Northwestern Mutual Investment Services, LLC in Guilford, CT. James is also licensed in Connecticut, Georgia, Nevada, New York, and Rhode Island.

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ADVISOR BIO

James D. Demartino is a financial advisor with Commonwealth Financial Network. James is a Certified Financial Planner™ professional and has been in the industry since 2003. James is registered to offer investment advice in Connecticut, Florida, Maine, Massachusetts, and South Carolina. In addition to being registered with FINRA, James also holds the Series 66, Series 7, and SIE licenses. James is an experienced financial advisor who specializes in portfolio management, financial planning, pension consulting, and educational seminars. James is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

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ADVISOR BIO

James Calvin Combs is a financial professional with over 2 years of experience in the financial services industry. James is currently registered with Cetera Investment Advisers LLC and is a Certified Financial Planner. James has a background in financial services and has held positions with Ameriprise Financial Services, LLC, National Life Group, and PricewaterhouseCoopers LLP. James specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

James Furey is a financial professional with over 13 years of experience in the industry. James is currently registered with Piper Sandler & Co. Prior to joining Piper Sandler & Co., James was a registered representative with Sandler, O'Neill & Partners, L.P. James holds the Series 7, Series 24, Series 63, and Series 79TO licenses. James is registered with the state of New York and 50 other states.

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ADVISOR BIO

James Bruce Stewart is a financial advisor with over 30 years of experience in the financial services industry. James Stewart is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at Santander Securities LLC, Princor Financial Services Corporation, Cambridge Investment Research, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Dean Witter Reynolds Inc., and Smith Barney, Harris Upham & Co., Incorporated. James Stewart offers a wide range of financial services including portfolio management, financial planning, and educational seminars. James Stewart has earned the Series 3, 7, 63, 65, and 66 licenses, and has a long history of working with individual clients, corporations, and institutions.

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ADVISOR BIO

James Henry is a financial professional with over 25 years of experience in the industry. James is a Series 7, 24, 63, 79TO and 99TO licensed representative. James is currently registered with The Bank Street Group LLC in Stamford, CT. James was previously employed by DEUTSCHE MORGAN GRENFELL INC. and BEAR, STEARNS & CO. INC. James is registered in 27 states.

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ADVISOR BIO

James Agostisi is a financial advisor in Monroe, CT. James is a registered representative of Ameriprise Financial Services, LLC. James has been in the financial services industry since December 2004 and has been with Ameriprise since November 2006. James has also been registered with Ameriprise Financial Services, Inc since November 2006. James holds a Series 66, SIE, and Series 7 license. James is also registered as an Investment Advisor Representative (IAR) in Connecticut. James is also a licensed real estate agent.

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ADVISOR BIO

James L. Weinstock is an investment advisor representative with RBC Capital Markets, LLC. James has been in the industry since 1981. James holds Series 65, 63, 9, 10, 7 and SIE licenses and is currently registered in Connecticut, Texas and several other states. James has previously worked at Janney Montgomery Scott LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, ADVEST, INC., BT ALEX. BROWN INCORPORATED, ALEX. BROWN & SONS INCORPORATED, PAINEWEBBER INCORPORATED, GRUNTAL & CO. INCORPORATED, and HERZFELD & STERN INC..

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ADVISOR BIO

James Aubrey Crawford is a financial advisor currently registered with UBS Financial Services Inc. James has been in the financial industry since 1969 and has worked for several firms throughout their career including RAYMOND JAMES FINANCIAL SERVICES, INC., ROBERT THOMAS SECURITIES, INC, INVESTMENT MANAGEMENT & RESEARCH, INC and CIGNA SECURITIES, INC. James currently holds Series 7TO, Series 6TO, Series 22TO, Series 63, Series 51, Series 24 and SIE licenses. James provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and publication of periodicals.

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ADVISOR BIO

James Quackenbush Rice is an investment advisor representative at JQR Capital Management, LLC. James has been in the industry since 2013 and has been registered with the state of Connecticut since 2015. James holds Series 7 and Series 66 licenses, as well as a Series 65 license. James also holds the designation of Chartered Financial Analyst. James specializes in financial planning, portfolio management for individuals, and providing educational seminars. James has worked at JQR Capital Management, LLC since 2014. James also has experience working at Edward Jones.

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