James Juliano (CRD# 5899651) is an Investment Advisor Representative working at Kairos Capital Advisors, LLC in Medford, NJ and has over 4 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kairos Inc. | Glen Mills, PA | Jan 2004 - Current | 20 |
| Ubs Paine Webber | Jersey City, NJ | Sep 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- NJ
- PA
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$566,667
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
NJ, PA
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