James Kaufmann Email & Phone Number
Owner and President
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James Kaufmann Location
- Islandia, NY, US
James Kaufmann Work
- 2024 -now Investment Advisor Representative @
- 2004 -2024 Registered Representative and Investment Advisor Professional @
- 2004 -now Owner and President @ JK Tax Strategies
- now Investment Advisor Professional @
- 2003 -2004 Registered Representative @ NFP Securities
- 1994 -1997 Registered Representative and Accountant @
- 2001 -2003 Registered Representative @ Ogilvie Securities
- 1999 -now Investment Advisor Representative @ JK Tax Strategies
- 1999 -2001 Registered Representative @
- 2024 -now Investment Advisor Representative @
- 1998 -1999 Registered Representative and Accountant @ Prime Capital Services
- 1999 -2003 Registered Representative @ Ogilvie Securities
- 1996 -1999 Registered Representative and Accountant @
- 1989 -1994 Marketing Representative @
James Kaufmann Education
- CW Post College
(Financial Planning)
2018 - CW Post
(Financial Planning)
2018 - Stony Brook University & CW Post
Financial Planning Certificate Program (Financial Planning and Services)
2004-2006 - C W Post
Financial Planning and Services (Financial Planning and Services)
2006 - CW Post College
James Kaufmann Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Retirement Planning And Tax Preparation
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Tax
- Investments
- Outdoors
- Series 6
- Finance
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Asset Protection
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- Tax Reduction
- Strategic Financial Planning
- Securities
- Retirement Planning And Accounting
- Investment Strategies
- Risk Management
- Asset Management
- Helping Clients Succeed And Achieve Financial Independence
- Long Term Care
- Disability Insurance
- Wealth
- Long Term Care Insurance
- Tax Preparation
- Term Life Insurance
- Global Tactical Asset Allocation
- Retirement
- Income
- Series 7
- Help Families Plan For The Future
James Kaufmann Summary
- James Kaufmann, based in Islandia, NY, US, is currently a Owner and President at JK Tax Strategies. James Kaufmann brings experience from previous roles at Cetera Financial Group, American Portfolios and NFP Securities. James Kaufmann holds a CW Post College. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Retirement Planning And Tax Preparation and more. James Kaufmann has 2 emails and 3 mobile phone numbers on RocketReach.
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