James Capen Email & Phone Number
Financial Advisor
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James Capen Location
- Brick, NJ, US
James Capen Work
- Financial Advisor @ Raymond James Financial Services | Banyan Wealth (May 2009 - Present)
- Financial Advisor @ SmithBarney (August 1998 - May 2009)
James Capen Education
- Montclair State University
Bachelor of Arts (B.A.) (Political Science and Government)
1992-1995
James Capen Skills
- Portfolio Management
- IRAs
- 401k Rollovers
- Strategic Financial Planning
- Series 63
- Investment Strategies
- Investments
- Municipal Bonds
- Risk Management
- Investment Advisory
- Asset Allocation
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Series 7
James Capen Summary
- James Capen, based in Brick, NJ, US, is currently a Financial Advisor at Raymond James Financial Services | Banyan Wealth. James Capen brings experience from previous roles at SmithBarney. James Capen holds a 1992 - 1995 Bachelor of Arts (B.A.) in Political Science and Government @ Montclair State University. With a robust skill set that includes Portfolio Management, IRAs, 401k Rollovers, Strategic Financial Planning, Series 63 and more. James Capen has 2 mobile phone numbers on RocketReach.
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