James Schaefer

James Schaefer Email and Phone Number

Financial Advisor @ LPL Financial
Tampa, FL, US
James Schaefer's Location
Tampa, Florida, United States, United States
About James Schaefer

As a dedicated Financial Advisor at Baughman Financial Group Inc., I specialize in empowering individuals and businesses to achieve their financial goals through tailored strategies and expert guidance. With a comprehensive understanding of retirement benefit plans and financial instruments—including 401(k)s, IRAs, brokerage accounts, 403(b)s, pension plans, employee stock ownership plans, and SEP IRAs—I am committed to optimizing financial outcomes for my clients.My approach is centered on crafting personalized financial plans that address each client’s unique needs and aspirations. I take pride in my ability to develop, implement, and continuously refine strategies that align with my clients’ specific financial situations, recognizing that each journey is distinct.With a strong foundation in finance and Series licensing, I bring a blend of enthusiasm, professionalism, and a results-driven mindset to my role. My educational background includes a Bachelor’s Degree in Finance from Florida State University, which has equipped me with the knowledge and skills necessary to navigate the complexities of the financial landscape.Whether you are an individual seeking to enhance your retirement strategy or a business owner looking to optimize employee benefits, I am here to provide the insights and support you need to achieve your financial aspirations. Let’s connect and explore how I can assist you in reaching your financial goals.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

James Schaefer's Current Company Details
LPL Financial

Lpl Financial

View
Financial Advisor
Tampa, FL, US
Website:
lpl.com
Employees:
14027
James Schaefer Work Experience Details
  • Lpl Financial
    Financial Advisor
    Lpl Financial
    Tampa, Fl, Us
  • Baughman Financial Group Inc.
    Financial Advisor
    Baughman Financial Group Inc. May 2024 - Present
    Wesley Chapel, Florida, United States
  • Florida Financial Advisors
    Financial Advisor
    Florida Financial Advisors Oct 2023 - Apr 2024
  • Florida Financial Advisors
    Junior Financial Consultant
    Florida Financial Advisors Jun 2023 - Oct 2023
    Tampa, Florida, United States
  • Ubs
    Financial Services
    Ubs May 2022 - Aug 2022
    Rockland, Massachusetts, United States
    • Interned for Hingham Street Partners, a wealth management team that manages over $6.2 billion in assets• Researched and presented a detailed analysis of Chevron Corporation• Conducted two final presentations to the partners of the firm and class of thirty interns • Networked within the firm and met with Portfolio Managers and Financial Advisors to discuss economic trends and market actions

James Schaefer Education Details

Frequently Asked Questions about James Schaefer

What company does James Schaefer work for?

James Schaefer works for Lpl Financial

What is James Schaefer's role at the current company?

James Schaefer's current role is Financial Advisor.

What schools did James Schaefer attend?

James Schaefer attended Florida State University.

Who are James Schaefer's colleagues?

James Schaefer's colleagues are Adrienne Newberg, Debra Barkman, Titus Ford, Nedra Mitchell, Reyanna Milsap, Mahogany Darnell, Ishan Gupta.

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