James Kelleher's Location
Woodbury Heights, NJ, US
James Kelleher's Work
- Financial Advisor - CFP @ Edward Jones
- Certified Financial Planner and Financial Advisor @ Raymond James
- Investment Representative @ Edward Jones
James Kelleher's Education
- Kaplan University
Certification (Certified Financial Planner Designation)
2011 - 2012 - Thomas Jefferson University
Master's Degree Physical Therapy (Physical Therapy)
1996 - 1999 - Rutgers University
BA (Marketing Management)
1987 - 1991
James Kelleher's Skills
- Strategic Planning
- Comprehensive Wealth Management
- College Savings Plans
- Retirement Planning
- Investment Advisory
- Financial Advice
- Financial Advisory
- Employer Sponsored Plans
James Kelleher's Summary
James Kelleher, based in Woodbury Heights, NJ, US, is currently a Financial Advisor - CFP at Edward Jones, bringing experience from previous roles at Raymond James Financial, Inc. and Edward Jones. James Kelleher holds a 2011 - 2012 Certification in Certified Financial Planner Designation @ Kaplan University. With a robust skill set that includes Strategic Planning, Comprehensive Wealth Management, College Savings Plans, Retirement Planning, Investment Advisory and more, James Kelleher contributes valuable insights to the industry. James Kelleher has 2 emails and 1 mobile phone number on RocketReach.
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