James Kinney, financial advisor Bridgewater NJ

James Kinney

CRD Number: 4906584
Current Firm: Financial Pathways
James Kinney (CRD# 4906584) is an Investment Advisor Representative working at Financial Pathways in Bridgewater, NJ and has over 11 years of experience in the finance industry. James Kinney 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.
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Professional Designations
Company Name Location Dates Years
Financial Pathway Advisors, LLC Bridgewater, NJ Sep 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2005
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James D. Kinney
By the Numbers
  • Total Assets Under Management
    75
    MILLIONS
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $847,696
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
Types of Clients
Registered States

NJ

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