James Ellowitch (CRD# 200545) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fairfield, NJ and has over 39 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5414137
Equitable Advisors, LLC
CRD# 1852802
Investment Partners Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Fairfield, NJ | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Fairfield, NJ | Oct 2022 - Sep 2023 | < 1 |
| Lincoln Financial Advisors | Paramus, NJ | Oct 2010 - Oct 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1985 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- NJ
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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