James Freisen, financial advisor Red Bank NJ
96 score

James Freisen

CRD Number: 1099332
Current Firm: Triton Financial Planning Group Inc.

James Freisen (CRD# 1099332) is an Investment Advisor Representative working at Triton Financial Planning Group Inc. in Red Bank, NJ and has over 16 years of experience in the finance industry. James Freisen 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.

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Professional Designations
Company Name Location Dates Years
Triton Financial Planning Group Inc. Port Monmouth, NJ Sep 2015 - Current 2
Sagepoint Financial, Inc. Red Bank, NJ Oct 2005 - Current 12
T. Garry Pitney & Associates Red Bank, NJ Oct 2002 - Current 15
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for James M. Freisen
Phone Number: (732) 977-7875
Registered State(s):
  • NJ
Current Firm Details
Triton Financial Planning Group Inc.
Firm's CRD Number: 281790
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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