Years of Experience
5-20+ Years
Newark, DE
9 Years Experience
0 Disclosures
ADVISOR BIO
James Parker Valentine is a financial advisor at J.p. Morgan Securities LLC. James is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since 2014. James has experience in providing financial planning and portfolio management services to individuals, businesses, and corporations. James has also provided pension consulting services. James is licensed to sell securities in Delaware, New York, and Pennsylvania.
SPECIALIZATIONS
WILMINGTON, DE
21 Years Experience
0 Disclosures
ADVISOR BIO
James Whisman is a financial advisor with Cetera Investment Advisers LLC. James has been in the industry since 2003. James offers a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. James also holds a Certified Financial Planner designation. Cetera Investment Advisers LLC has a long history of providing investment advice and financial planning services to individuals, families, businesses, and institutions. The firm has offices across the United States and serves clients in all 50 states.
SPECIALIZATIONS
WILMINGTON, DE
17 Years Experience
3 Disclosures
ADVISOR BIO
James Edward Van meter is a registered investment advisor representative with Realta Investment Advisors, Inc. James has been in the securities industry since March 10, 2008. James has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth. James provides financial planning, pension consulting, and portfolio management services. James holds Series 6, 7, 26, 63, and 65 licenses.
SPECIALIZATIONS
WILMINGTON, DE
11 Years Experience
0 Disclosures
ADVISOR BIO
James Holcombe is a financial professional with over 10 years of experience in the industry. James has held roles at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BOFA Securities, Inc., and Brookwood Associates, L.L.C. James is currently registered with Realta Equities, Inc. in North Carolina. James holds the Series 63, Series 79, and SIE licenses. James is experienced with the Investment Banking Registered Representative Examination.
SPECIALIZATIONS
No specializations listed.
Newark, DE
2 Years Experience
0 Disclosures
ADVISOR BIO
James Allen Fleegle is a registered representative with J.p. Morgan Securities LLC. James Allen Fleegle is registered in Delaware and New York. James Allen Fleegle has passed the Series 63, Series 7TO, and SIE exams.
SPECIALIZATIONS
WILMINGTON, DE
43 Years Experience
0 Disclosures
ADVISOR BIO
James Clay Vanderwaal is a financial professional with over 40 years of experience in the financial services industry. James Clay Vanderwaal currently works at Kovack Advisors, Inc. James Clay Vanderwaal is also licensed as an investment advisor representative (IAR) in Delaware, New Jersey, and Pennsylvania. James Clay Vanderwaal specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, businesses, and other clients.
SPECIALIZATIONS
NEWARK, DE
23 Years Experience
0 Disclosures
ADVISOR BIO
James Richard Munsey is a registered representative with Allstate Financial Services, LLC, and has been in the financial services industry since 2002. James has a strong background in securities and investment advisory services. James holds the Series 6, 7, 24, 63 and SIE licenses. James is also registered in multiple states, including Arizona, Delaware, Florida, Illinois, Maryland, New Jersey, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and West Virginia. James has prior experience with firms like CAPITAL ONE SHAREBUILDER, INC., CAPITAL ONE INVESTING, LLC and ING DIRECT SECURITIES INC. James is dedicated to providing clients with personalized financial advice and investment strategies.
SPECIALIZATIONS
No specializations listed.
WILMINGTON, DE
2 Years Experience
0 Disclosures
ADVISOR BIO
James Gordon Johnson is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. in Wilmington, Delaware. James has been active in the financial services industry since March 28, 2023. James is registered in 15 states and has passed the Series 7TO, SIE, and Series 66 exams. James works with individuals, high-net-worth individuals, corporations, businesses, pension plans, charitable organizations, and insurance companies.
SPECIALIZATIONS
Newark, DE
23 Years Experience
0 Disclosures
ADVISOR BIO
James B. Pretti is a financial professional with over 20 years of experience in the industry. James is registered with J.P. Morgan Securities LLC and has a Series 7, Series 63, and SIE license. James has been actively involved in providing financial advice to a variety of clients, including individuals, corporations, and charitable organizations. Previously James worked at J.P. MORGAN SECURITIES INC. James is committed to providing personalized financial advice to help clients achieve their financial goals.
SPECIALIZATIONS
Wilmington, DE
11 Years Experience
0 Disclosures
ADVISOR BIO
James Kyle Boyd is a financial advisor with Avantax Advisory Services. James has been in the financial services industry since 2014 and is licensed to provide financial advice in Delaware, Florida, New Jersey and Pennsylvania. James has a Series 7, Series 63 and Series 66 licenses and is a member of the Association of Financial Educators. James provides financial planning, investment advice and portfolio management services to individuals and businesses. James also provides insurance services through Avantax Insurance Agency and/or Avantax Insurance Services.
SPECIALIZATIONS
