James Colitsas, financial advisor Plainsboro NJ

James Colitsas

CRD Number: 4113918
Current Firm: Pfg - Financial Planning & Management

James Colitsas (CRD# 4113918) is an Investment Advisor Representative working at Pfg - Financial Planning & Management in Plainsboro, NJ and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Sound Financial Solutions, Inc. Princeton, NJ Jan 2012 - Current 10
Princeton Financial Group, LLC Princeton, NJ Jan 2012 - Current 10
Thomas Colitsas & Associates, P.a. Princeton, NJ Oct 1999 - Jun 2018 18
Coastal Equities, Inc. Wilmington, DE Apr 2013 - Apr 2015 2
Colitsas Financial Services, Pc Prinseton, NJ Oct 2010 - Dec 2012 2
Raymond James Financial Services Advisors, Inc. Princeton, NJ Jan 2009 - Dec 2012 3
Raymond James Financial Services, Inc. Princeton, NJ Dec 2005 - Dec 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for James G. Colitsas
Phone Number: 609-275-9009
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    146
    MILLIONS
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $224,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, NJ, NY, PA, TX

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