James Pontious Cfp®

James Pontious Cfp® Email and Phone Number

Wealth Management Advisor | Investment Planning | Relationship Building @ Fidelity Investments
boston, massachusetts, united states
James Pontious Cfp®'s Location
Greater Chicago Area, United States
James Pontious Cfp®'s Contact Details

James Pontious Cfp® work email

James Pontious Cfp® personal email

n/a
About James Pontious Cfp®

Financial professional with depth of experience in the securities industry. Dedicated to helping clients achieve their financial goals by personally understanding needs, building trust, mapping out cohesive investment strategies, and providing advice to balance all the pillars of the financial planning process.Specialties: Portfolio Construction | Investment Planning | Retirement Planning | College Planning | Relationship Management | Business DevelopmentCertified Financial Planner™FINRA Series 4,7,8, 63 & 66Illinois State Insurance License

James Pontious Cfp®'s Current Company Details
Fidelity Investments

Fidelity Investments

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Wealth Management Advisor | Investment Planning | Relationship Building
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
James Pontious Cfp® Work Experience Details
  • Fidelity Investments
    Planning Consultant
    Fidelity Investments Feb 2021 - Present
    Schaumburg, Illinois, United States
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  • Tiaa-Cref
    Wealth Management Advisor
    Tiaa-Cref Mar 2012 - Nov 2020
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  • Nadler Financial Group
    Chief Operating Officer Financial Advisor
    Nadler Financial Group Dec 2010 - Dec 2011
    Held dual role of COO and Investment Advisor for small independent RIA firm that specializes in both personal wealth management and 401(k) advisory services.
  • Charles Schwab
    V.P. Financial Consultant - Private Client Consultant
    Charles Schwab Mar 1992 - Sep 2010
    Eighteen-year financial career with one of the nation's most sought after investment firms. Promoted through a series of increasingly responsible positions based on consistent contributions to improved operating results, profits, company advancements and positive organizational change. Expertise includes sales, wealth management, trading, full financial planning, banking and regulatory compliance. Private Client Consultant (2007-2010)Senior Investment Specialist (1996-2006)Regional Financial Planner (2000-2001)
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James Pontious Cfp® Skills

Retirement Planning Portfolio Management Customer Relations Investment Strategies Financial Planning Wealth Management Insurance Securities 401k Investments Asset Allocation Risk Management Estate Planning Investment Advisory Retirement Retirement Income Strategies Sales Management Bonds High Net Worth Individuals Options Loans Series 7 Annuities Pensions Employee Benefits 403 B

James Pontious Cfp® Education Details

Frequently Asked Questions about James Pontious Cfp®

What company does James Pontious Cfp® work for?

James Pontious Cfp® works for Fidelity Investments

What is James Pontious Cfp®'s role at the current company?

James Pontious Cfp®'s current role is Wealth Management Advisor | Investment Planning | Relationship Building.

What is James Pontious Cfp®'s email address?

James Pontious Cfp®'s email address is ja****@****ast.net

What schools did James Pontious Cfp® attend?

James Pontious Cfp® attended Northern Illinois University.

What are some of James Pontious Cfp®'s interests?

James Pontious Cfp® has interest in Mlb Baseball, Traveling, Playing Guitar.

What skills is James Pontious Cfp® known for?

James Pontious Cfp® has skills like Retirement Planning, Portfolio Management, Customer Relations, Investment Strategies, Financial Planning, Wealth Management, Insurance, Securities, 401k, Investments, Asset Allocation, Risk Management.

Who are James Pontious Cfp®'s colleagues?

James Pontious Cfp®'s colleagues are Rishi Saxena, Gina Tandy (Cusano), Kanyalakshmi G, Lisa O'riley, Lori Rump, Scott Van Waterschoot, Tori Paolillo.

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