James Zahakos (CRD# 6214169) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Holmdel, NJ and has over 10 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortis Group Advisors, LLC | Iselin, NJ | Apr 2020 - Current | 4 |
| Lpl Financial LLC | Iselin, NJ | Mar 2020 - Current | 4 |
| Voya Financial Advisors, Inc. | Iselin, NJ | Jan 2017 - Mar 2020 | 3 |
| Edward Jones | St Louis, MO | Jul 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- NJ
-
Total Assets Under Management783MILLIONS
-
Total Number of Accounts3,948ACCOUNTS
-
Average Account Value$198,412
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, LA, MA, MD, MN, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI
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