James KantowskiCRD Number: 4417452
Current Firm: Jsk Financial Services LLC
Compensation Model: Fee Only
James Kantowski (Jim) (CRD# 4417452) is an Investment Advisor Representative working at JSK Financial Services, LLC in Annapolis, MD. He has over 20 years of experience being both a CFP and CPA. He takes a fiduciary oath; he is not a brokerage firm. This means he puts your needs first and is committed to providing objective, thoughtful, and independent advice at a fair and reasonable cost.
Jim 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 putclients' interests first, and comply with the Financial Planning Practice Standards.
When he's not busy building on his 20 years experience, you'll find him involved in his community. He is on the board of the Financial Education Foundation and co-founder of Fish For a Cure. He also coaches basketball and baseball for his four children.
Commonwealth Financial Network
Planning Solutions Group, LLC
Oxford Planning Group, LLC
|Jsk Financial Services, Llc (160195)||Annapolis, MD||Feb 2012 - Current||6|
|Give.com Investments, LLC||Alexandria, VA||Apr 2013 - Dec 2015||2|
|Birchtree Financial Services, Inc.||Annapolis, MD||Jun 2001 - Dec 2011||10|
|Rsm Mcgladrey, Inc.||Annapolis, MD||Aug 2000 - Dec 2011||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
Total Assets Under Management74MILLIONS
Total Number of Accounts330ACCOUNTS
Average Account Value$224,688
- 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
MD, NC, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.