James Panos, financial advisor Boston MA

James Panos

CRD Number: 4135718
Current Firm: Panos Financial Partners, LLC

James Panos (CRD# 4135718) is an Investment Advisor Representative working at Panos Financial Partners, LLC in Boston, MA and has over 22 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Boston Investment Advisors, LLC Boston, MA Aug 2011 - Current 11
Concorde Investment Services Troy, MI Aug 2011 - Dec 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James P. Panos
Phone Number: 617-834-3259
Firm Website: http://www.panosfp.com
Registered State(s):
  • MA
  • NJ
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $200,633
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA, NJ

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