James Capen

James Capen Email and Phone Number

Financial Advisor at Raymond James @ Raymond James Financial Services, Inc., Member FINRA/SIPC
st. petersburg, florida, united states
James Capen's Location
Brick, New Jersey, United States, United States
James Capen's Contact Details
About James Capen

As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.I provide assistance with IRA education, retirement planning, mutual funds, ETFs, tax free municipal bonds, life insurance, asset management and more to business professionals, retirees, women and the LGBT community through Raymond James.

James Capen's Current Company Details
Raymond James Financial Services, Inc., Member FINRA/SIPC

Raymond James Financial Services, Inc., Member Finra/Sipc

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Financial Advisor at Raymond James
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
James Capen Work Experience Details
  • Raymond James Financial Services, Inc., Member Finra/Sipc
    Financial Advisor
    Raymond James Financial Services, Inc., Member Finra/Sipc May 2009 - Present
    1030 Hooper Ave Toms River, Nj 08753
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see Social Media Disclosure Link in the Contact Info Section.
  • Smithbarney
    Financial Advisor
    Smithbarney Aug 1998 - May 2009

James Capen Skills

Strategic Financial Planning Investments Portfolio Management Retirement Planning Series 7 Wealth Management 401k Rollovers Investment Advisory Asset Allocation Mutual Funds Iras Series 63 Municipal Bonds Financial Services Investment Strategies Risk Management Financial Planning

James Capen Education Details

Frequently Asked Questions about James Capen

What company does James Capen work for?

James Capen works for Raymond James Financial Services, Inc., Member Finra/sipc

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

James Capen's current role is Financial Advisor at Raymond James.

What is James Capen's email address?

James Capen's email address is ne****@****uno.com

What is James Capen's direct phone number?

James Capen's direct phone number is +173291*****

What schools did James Capen attend?

James Capen attended Montclair State University.

What are some of James Capen's interests?

James Capen has interest in Children, Investments, Jetskiing, Environment, Cars, Boats, Science And Technology, Golf, Financial Planning, Animal Welfare.

What skills is James Capen known for?

James Capen has skills like Strategic Financial Planning, Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, 401k Rollovers, Investment Advisory, Asset Allocation, Mutual Funds, Iras, Series 63.

Who are James Capen's colleagues?

James Capen's colleagues are Paul Sweet, Carter Pearl, Anna Lea Hudgins, Kevin Newmuis, William Hannan, Ron Baker Cfp®, Yailin Alfonso.

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