James Neel

James Neel Email and Phone Number

Private Wealth Advisor @ Aegis Consulting Group, LLC
jacksonville, florida, united states
James Neel's Location
Saint Johns, Florida, United States, United States
James Neel's Contact Details

James Neel personal email

n/a

James Neel phone numbers

About James Neel

Financial Planning for individuals, families and business owners.Specialties: Investment / Retirement Planning, Estate planning, , life insurance analysis and business owner succession planning

James Neel's Current Company Details
Aegis Consulting Group, LLC

Aegis Consulting Group, Llc

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Private Wealth Advisor
jacksonville, florida, united states
Website:
aegisconsults.com
Employees:
9
James Neel Work Experience Details
  • Aegis Consulting Group, Llc
    Private Wealth Advisor At Aegis Consulting Group, Llc
    Aegis Consulting Group, Llc Jan 2019 - Present
    Jacksonville, Florida Area
    Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Aegis Consulting. 7077 Bonneval Road, Suite 450, Jacksonville, FL 32216. 904-650-2121. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, IA, IL, MA, MD, MI, MO, MS, MT, NH, OK, PA, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html .
    View
  • Sagemark Consulting / Lincoln Financial Advisors
    Private Wealth Advisor
    Sagemark Consulting / Lincoln Financial Advisors Oct 2008 - Feb 2023
    Jacksonville, Florida Area
  • Merrill Lynch
    Vp
    Merrill Lynch 1991 - 2008
    View

James Neel Skills

Wealth Wealth Management Estate Planning Strategic Financial Planning Finance Retirement Planning Small Business Succession Planning 401k Life Insurance Series 7 Business Analysis Securities Financial Services Investments Risk Management Mutual Funds Process Improvement Portfolio Management Financial Analysis Insurance Team Building Financial Planning

James Neel Education Details

Frequently Asked Questions about James Neel

What company does James Neel work for?

James Neel works for Aegis Consulting Group, Llc

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

James Neel's current role is Private Wealth Advisor.

What is James Neel's email address?

James Neel's email address is jn****@****ast.net

What is James Neel's direct phone number?

James Neel's direct phone number is +190441*****

What schools did James Neel attend?

James Neel attended Jacksonville University, Alameda High School.

What skills is James Neel known for?

James Neel has skills like Wealth, Wealth Management, Estate Planning, Strategic Financial Planning, Finance, Retirement Planning, Small Business, Succession Planning, 401k, Life Insurance, Series 7, Business Analysis.

Who are James Neel's colleagues?

James Neel's colleagues are Michael W. Moon, Alexander Harrison, David Gottesman, Susan Lee, Julia Moon, Cfp®, Crpc®, Michael Cirino, Clu, Chfc,cbec, Michael Sullum, Crpc®.

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