James Veal

James Veal Email and Phone Number

Founder, President and CEO @ JRV Wealth Management Group, LLC
Philadelphia, PA, US
James Veal's Location
Philadelphia, Pennsylvania, United States, United States
James Veal's Contact Details
About James Veal

James R. Veal is founder and managing member of JRV Wealth Management Group, LLC based in Philadelphia, Pa. He has been in the financial services industry since 1995. He is a Philadelphia native and an active community leader who takes pride in giving back and work tirelessly educating his clients and the general public about the importance and strategies of building wealth - specifically to those in the African American and Latino communities. He owns and manages his financial planning and investment advisory firm to provide services to people who are often neglected, underserved, and severely affected from a shortage of competent financial planning advice. His objective is to improve the financial intelligence and illiteracy that has plagued much of society by instituting financial educational seminars, workshops, classes, and webinars - in that will help create wealth and negate financial struggles. If that's not enough, James also volunteers and teaches a very popular financial literacy and wealth building course called, "Sick & Tired of Being Broke" through Temple University's PASCEP program for the past 21 years and offer FREE monthly Retirement Planning Lunch Seminars for people who are preparing for retirement.For speaking engagements, company seminars, or retirement planning sessions. Let's Connect!--> email: James@JamesVeal.com--> phone: 215-854-6308--> website: www.JamesVeal.com Designations: Series 65, RFC, Pa Life license / Previously held: Series 7 & 66

James Veal's Current Company Details
JRV Wealth Management Group, LLC

Jrv Wealth Management Group, Llc

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Founder, President and CEO
Philadelphia, PA, US
Website:
JRVWealth.com
Employees:
1
James Veal Work Experience Details
  • Jrv Wealth Management Group, Llc
    Founder, President And Ceo
    Jrv Wealth Management Group, Llc
    Philadelphia, Pa, Us
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  • Iams Wealth Management
    Financial Advisor
    Iams Wealth Management Aug 2018 - Present
    Omaha, Nebraska, Us
    "Content is strictly for general purposes and is not an offer to sell or solicit any security. Third party posts found on this profile have not been reviewed for accuracy or completeness by or do they reflect the views of IAMS Wealth Management, LLC. Furthermore, to ensure compliance with certain SEC rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements."
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  • Jrv Wealth Management Group, Llc
    Founder, President & Ceo
    Jrv Wealth Management Group, Llc Sep 2008 - Present
    Philadelphia, Pennsylvania, Us
    James R. Veal is Founder, CEO & President of JRV Wealth Management Group, LLC in Philadelphia. He is a financial specialist in educating individuals, families, self-employed professionals, small business owners, pre-retirees and retirees on how to increase their wealth, preserve their assets, plan for retirement, and provide strategies to reduce debt and taxes. His true passion is to better the financial lives of men, women, and children in the African American and other underserved communities by teaching them money management skills, building wealth strategies, and ways to negate poverty.
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  • Jrv Wealth Management Group, Llc
    Founder, Presidnt & Ceo
    Jrv Wealth Management Group, Llc Sep 2008 - Present
    Philadelphia, Pennsylvania, Us
    View
  • Temple University/Pascep
    Financial/Wealth Building Educator
    Temple University/Pascep Sep 2001 - Present
    Philadelphia, Pennsylvania, Us
    James conducts numerous financial educational seminars, workshops, clinics, and classes throughout the year at various locations around the city. He continues to teach the powerful wealth building course, "Sick and Tired of Being Broke" (former name - "Ways to Pay Yourself First") thru Temple University's PASCEP program. James has been teaching this adult evening course since 2001 and it has not failed its promise to encourage and ignite people to take serious steps towards entrepreneurship, investing, building and achieving financial wealth.
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  • Citizens Financial Group
    Financial Consultant
    Citizens Financial Group Aug 2004 - Aug 2008
    Created and designed investment plans and recommended financial portfolios for pre-retirees and retirees to live comfortably in retirement.

James Veal Skills

Commerce

James Veal Education Details

  • Fox School Of Business At Temple University
    Fox School Of Business At Temple University
    Finance

Frequently Asked Questions about James Veal

What company does James Veal work for?

James Veal works for Jrv Wealth Management Group, Llc

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

James Veal's current role is Founder, President and CEO.

What is James Veal's email address?

James Veal's email address is ja****@****eal.com

What is James Veal's direct phone number?

James Veal's direct phone number is +161031*****

What schools did James Veal attend?

James Veal attended Fox School Of Business At Temple University.

What skills is James Veal known for?

James Veal has skills like Commerce.

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