James Balk (CRD# 7817532) is an Investment Advisor Representative working at Dominari Securities LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dominari Securities LLC | New York, NY | Oct 2023 - Current | < 1 |
| Unemployed | West Olive, MI | May 2023 - Oct 2023 | < 1 |
| Semi-professional Hockey Player | Peoria, IL | Jan 2023 - May 2023 | < 1 |
| Endicott College | Beverly, MA | Aug 2022 - Jan 2023 | < 1 |
| Endicott College | Beverly, MA | Sep 2019 - Aug 2022 | 2 |
| Student | West Olive, MI | Jan 2013 - Sep 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- CA
- CT
- IL
- MI
- NJ
- NY
- PA
- TX
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Total Assets Under Management27MILLIONS
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Total Number of Accounts124ACCOUNTS
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Average Account Value$216,008
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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