Financial Advisor @ First Capital Advisors Group, LLC (November 2015 - September 2023)
Wealth Management Advisor @ Cantor Fitzgerald Wealth Partners (September 2013 - October 2015)
Senior Wealth Advisor @ (January 2011 - September 2013)
Wealth Management Advisor @ (January 2004 - January 2010)
Wealth Management Advisor @
National Sales Manager, Senior Vice President @
National Sales Manager, Senior Vice President @ (January 1997 - January 2002)
James Hiles Education
The American College of Financial Services
Master's degree (Financial Planning and Services)
2015-2019
Bucknell University
Bachelor's degree (Economics)
1979-1983
The American College of Financial Services
James Hiles Skills
Wealth Management
Retirement Planning
Portfolio Management
Estate Planning
Asset Allocation
Investments
Investment Management
Insurance
Risk Management
Financial Services
Mutual Funds
Financial Planning
Tax Planning
Tax Efficiency
Finance
Investment Advisory
Wealth Management Services
Wealth Preservation Planning
Holistic Financial Planning
Investment Strategies
Financial Coach
Financial Literacy Training
Financial Wellness program
Alternative Investments
Strategic Financial Planning
401k
Asset Management
Financial Advisory
Wealth
Management
James Hiles Summary
James Hiles, based in Little Silver, NJ, US, is currently a National Sales Manager, Senior Vice President at Prudential Financial. James Hiles brings experience from previous roles at Wealth Enhancement Group, First Capital Advisors Group, LLC, Cantor Fitzgerald Wealth Partners and Mariner Wealth Advisors. James Hiles holds a 2015 - 2019 Master's degree in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Retirement Planning, Portfolio Management, Estate Planning, Asset Allocation and more. James Hiles has 2 emails and 1 mobile phone numbers on RocketReach.
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