James Kantowski, financial advisor Annapolis MD

James Kantowski

CRD Number: 4417452
Current Firm: Jsk Financial Services LLC
Compensation Model: Fee Only

James Kantowski (Jim) (CRD# 4417452) is an Investment Advisor Representative working at JSK Financial Services, LLC in Annapolis, MD. He has over 20 years of experience being both a CFP and CPA. He takes a fiduciary oath; he is not a brokerage firm. This means he puts your needs first and is committed to providing objective, thoughtful, and independent advice at a fair and reasonable cost.

 

Jim has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first, and comply with the Financial Planning Practice Standards.

 

When he's not busy building on his 20 years experience, you'll find him involved in his community. He is on the board of the Financial Education Foundation and co-founder of Fish For a Cure. He also coaches basketball and baseball for his four children.

CONTACT
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Professional Designations
Company Name Location Dates Years
Jsk Financial Services, Llc (160195) Annapolis, MD Feb 2012 - Current 8
Give.com Investments, LLC Alexandria, VA Apr 2013 - Dec 2015 2
Birchtree Financial Services, Inc. Annapolis, MD Jun 2001 - Dec 2011 10
Rsm Mcgladrey, Inc. Annapolis, MD Aug 2000 - Dec 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
Contact Info for James S. Kantowski
Phone Number: 443-837-6704
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $234,351
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, NC, VA

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