James Reynolds (CRD# 5075347) is an Investment Advisor Representative working at Hfm Wealth Management in Hartford, CT and has over 12 years of experience in the finance industry. James Reynolds 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hartford Financial Management Inc., Dba Hfm Wealth Management | Hartford, CT | Sep 2019 - Current | 4 |
| Ct Zoological Society | Bridgeport, CT | Apr 2017 - Sep 2019 | 2 |
| Ganim Financial | Bridgeport, CT | Aug 2012 - Sep 2019 | 7 |
| Gfs Wealth Management Advisors Inc. Dba Ganim Financial | Bridgeport, CT | Mar 2017 - Aug 2019 | 2 |
| Thrive Bridgeport | Bridgeport, CT | Apr 2017 - Sep 2018 | 1 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Mar 2017 | < 1 |
| Nfp Securities, Inc. | Bridgeport, CT | Sep 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- CT
-
Total Assets Under Management685MILLIONS
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Total Number of Accounts186ACCOUNTS
-
Average Account Value$3,682,275
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CT, DE, FL, GA, MA, MD, NH, NY, RI, TX, VA
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