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James A. Clary, Clu, Chfc, Msm Email & Phone Number

Guiding Lives through Today's Financial Challenges at Financial Planner
Location: Broomall, Pennsylvania, United States 11 work roles 2 schools
1 work email found @keyadvisorsgroup.com 2 phones found area 610 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@keyadvisorsgroup.com
Direct phone (610) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Financial Planner
Role
Guiding Lives through Today's Financial Challenges
Location
Broomall, Pennsylvania, United States
Company size
172 employees

Who is James A. Clary, Clu, Chfc, Msm? Overview

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Quick answer

James A. Clary, Clu, Chfc, Msm is listed as Guiding Lives through Today's Financial Challenges at Financial Planner, a company with 172 employees, based in Broomall, Pennsylvania, United States. AeroLeads shows a work email signal at keyadvisorsgroup.com, phone signal with area code 610, and a matched LinkedIn profile for James A. Clary, Clu, Chfc, Msm.

James A. Clary, Clu, Chfc, Msm previously worked as Narrow Path Financial Group at Financial Planner and President at Evolution Financial Group Charitable Foundation, Inc.. James A. Clary, Clu, Chfc, Msm holds Master Of Science, Management & Leadership from The American College Of Financial Services.

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Email format at Financial Planner

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*@keyadvisorsgroup.com
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AeroLeads found 1 current-domain work email signal for James A. Clary, Clu, Chfc, Msm. Compare company email patterns before reaching out.

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Profile bio

About James A. Clary, Clu, Chfc, Msm

I am a 30+ year veteran of the financial services industry who believes and focuses on the critical role financial advisors make in the lives of their clients. In order to provide the best service for my clients, I bring an independent, open-architechure platform that can be customized to their personal and business needs. I am dedicated to improving the financial literacy of my clients and members of the community I serve. I have lived my entire life in the Greater Philadelphia area, as did my parents and grandparents before me. I am a Christian, husband, father, grandfather, son, brother and friend.

Listed skills include Insurance, Life Insurance, Fixed Annuities, Recruiting, and 14 others.

Current workplace

James A. Clary, Clu, Chfc, Msm's current company

Company context helps verify the profile and gives searchers a useful next step.

Financial Planner
Financial Planner
Guiding Lives through Today's Financial Challenges
Broomall, PA, US
Website
investwithdvsuresh.com
Employees
172
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Company profile
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11 roles

James A. Clary, Clu, Chfc, Msm work experience

A career timeline built from the work history available for this profile.

Narrow Path Financial Group

Current
Financial Planner

Guiding Lives Through Today's Financial ChallengesSecurities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CRN-4794858-061722

Nov 2019 - Present

President

Current
Evolution Financial Group Charitable Foundation, Inc.

"Evolution Financial Group Charitable Foundation-opening opportunities for a better community."OUR MISSION - To fulfill our responsibility of giving back to the communities in which we serve.ABOUT - The Evolution Financial Group Charitable Foundation was established in 2014 to engage and aid the local community. It is our privilege to return service to.

Oct 2013 - Present

Investment Advisor Representative

Equity Services, Inc.

Montpelier, Vermont, US

James A. Clary is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Rose Tree Corporate Center I, 1400 N Providence Road, Suite 117, Media, PA 19063 (610) 891-9700 James A. Clary is licensed to sell.

Jul 2019 - Nov 2019

Managing Partner

Evolution Financial Group

James A. Clary is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Securities and Investment Advisory Services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Rose Tree Corporate Center I, 1400 N Providence Road, Suite 117, Media, PA 19063 (610) 891-9700 KeyAdvisors is independent of Equity.

Oct 2013 - Jun 2019

Vice President, Regional Development Officer

National Life Group

Montpelier, VT, US

Responsible for the growth, development and profitability of agencies.Responsible for the recruiting, selection, training and development of our field sales leadership.James A. Clary is a Registered Representative and Investment Advisor Representative of Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser affiliate of.

Jul 2008 - Sep 2013

Managing Partner

Narrow Path Financial Group

I help clients develop their personal VISION, offer the financial WISDOM to achieve their goals, and provide the COURAGE needed along the path of life.

Feb 2008 - Jun 2008

Managing Director

Independence Financial Associates, An Agency Of Penn Mutual

Co-General Agent of Penn Mutual's Home Office AgencySupervisory Principal of the OSJ for Hornor, Townsend & Kent, Inc.

Aug 2006 - Jan 2008

Sr. Vice President

Penn Mutual

Horsham, PA, US

Distribution Strategy Development & ImplementationSales OperationsCOO of Hornor, Townsend & Kent, Inc.

Oct 1987 - Jan 2008

Group Controller

American International Group

New York, NY, US

Lead the Financial Operations for the Group Management Division that operated in over 30 companies in over 80 countries of AIG.

Jan 1987 - Oct 1987

Various Financial Positions

Philadelphia Life Insurance Company

Treasury Operations, Accounting Operations and Internal Audit in Philadelphia, Houston and Dallas.

Jan 1981 - Dec 1986
Team & coworkers

Colleagues at Financial Planner

Other employees you can reach at investwithdvsuresh.com. View company contacts for 172 employees →

SA Sniper Advisory Sniper Advisory Colleague at Financial PlannerAlwar, Rajasthan, India, India View → KB Kelly Boechler Kelly Boechler Colleague at Financial PlannerGreater Vancouver Metropolitan Area, Canada View → MC Maria C Purnomo Maria C Purnomo Colleague at Financial PlannerIndonesia, Indonesia View → LA Lyfe App Lyfe App Colleague at Financial PlannerIndonesia, Indonesia View → RS Rakesh Sharma Rakesh Sharma Colleague at Financial PlannerGurgaon, Haryana, India, India View → PB Puspal Bhattacharjee Puspal Bhattacharjee Colleague at Financial PlannerKolkata, West Bengal, India, India View → SB Sangeeta Bhadgaonkar Sangeeta Bhadgaonkar Colleague at Financial PlannerMumbai, Maharashtra, India, India View → BK Brad Kanel Brad Kanel Colleague at Financial PlannerNiagara County, New York, United States, United States View → JY John Yerkes John Yerkes Colleague at Financial PlannerIslandia, New York, United States, United States View → ER Elcid Reyes Elcid Reyes Colleague at Financial PlannerMetro Manila, National Capital Region, Philippines, Philippines View →
2 education records

James A. Clary, Clu, Chfc, Msm education

Master Of Science, Management & Leadership

The American College Of Financial Services

Bachelor Of Science, Accounting

Villanova University
FAQ

Frequently asked questions about James A. Clary, Clu, Chfc, Msm

Quick answers generated from the profile data available on this page.

What company does James A. Clary, Clu, Chfc, Msm work for?

James A. Clary, Clu, Chfc, Msm works for Financial Planner.

What is James A. Clary, Clu, Chfc, Msm's role at Financial Planner?

James A. Clary, Clu, Chfc, Msm is listed as Guiding Lives through Today's Financial Challenges at Financial Planner.

What is James A. Clary, Clu, Chfc, Msm's email address?

AeroLeads has found 1 work email signal at @keyadvisorsgroup.com for James A. Clary, Clu, Chfc, Msm at Financial Planner.

What is James A. Clary, Clu, Chfc, Msm's phone number?

AeroLeads has found 2 phone signal(s) with area code 610 for James A. Clary, Clu, Chfc, Msm at Financial Planner.

Where is James A. Clary, Clu, Chfc, Msm based?

James A. Clary, Clu, Chfc, Msm is based in Broomall, Pennsylvania, United States while working with Financial Planner.

What companies has James A. Clary, Clu, Chfc, Msm worked for?

James A. Clary, Clu, Chfc, Msm has worked for Financial Planner, Evolution Financial Group Charitable Foundation, Inc., Equity Services, Inc., Evolution Financial Group, and National Life Group.

Who are James A. Clary, Clu, Chfc, Msm's colleagues at Financial Planner?

James A. Clary, Clu, Chfc, Msm's colleagues at Financial Planner include Sniper Advisory, Kelly Boechler, Maria C Purnomo, Lyfe App, and Rakesh Sharma.

How can I contact James A. Clary, Clu, Chfc, Msm?

You can use AeroLeads to view verified contact signals for James A. Clary, Clu, Chfc, Msm at Financial Planner, including work email, phone, and LinkedIn data when available.

What schools did James A. Clary, Clu, Chfc, Msm attend?

James A. Clary, Clu, Chfc, Msm holds Master Of Science, Management & Leadership from The American College Of Financial Services.

What skills is James A. Clary, Clu, Chfc, Msm known for?

James A. Clary, Clu, Chfc, Msm is listed with skills including Insurance, Life Insurance, Fixed Annuities, Recruiting, Management, Disability Insurance, Retirement, and Securities.

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