James Havell Email & Phone Number

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Sr. Financial Advisor and Director of Operations @ (January 2026 - Present)
Financial Advisor @ (October 2019 - Present)
Registered Practice Marketing Associate @ (July 2018 - October 2019)
Operations @ Handelsbanken Wealth & Asset Management (December 2016 - December 2017)
Private Clients Intern @ Handelsbanken Wealth & Asset Management (June 2015 - August 2015)

St. Joseph's University New York
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
2014-2016
University of Gloucestershire
United Kingdom (International Finance & Economics)
2015-2015
Suffolk County Community College
Associate of Science (A.S.) (Sports medicine)
2011-2013

James Havell, based in Port Jefferson, NY, US, is currently a Sr. Financial Advisor and Director of Operations at Wealth Audits Inc.. James Havell brings experience from previous roles at Coastline Wealth Management, Raymond James and Handelsbanken Wealth & Asset Management. James Havell holds a 2014 - 2016 Bachelor of Business Administration (BBA) in Business Administration and Management, General @ St. Joseph's University New York. With a robust skill set that includes Asset Management, Retirement Planning and more. James Havell has 2 emails and 2 mobile phone numbers on RocketReach.