James Marquez Email & Phone Number

Senior Wealth Advisor @ Capstone Financial Advisors Inc.

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James Marquez Location

United States

James Marquez Work

2023 - now Senior Wealth Advisor @ Capstone Financial Advisors Inc.
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2021 - 2023 Wealth Advisor @ Capstone Financial Advisors Inc.
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2018 - 2020 Sr. Financial Planner @ Capstone Financial Advisors Inc.
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2015 - 2018 Financial Planner @ Capstone Financial Advisors Inc.
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2013 - 2015 Facility Manager @ Illinois Fire Service Institute
2012 - 2015 Head Sports Official @ Illinois Fire Service Institute
2015 - 2015 Intern @ Basil Financial
2012 - 2015 Program Assistant @ Illinois Fire Service Institute

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James Marquez Education

University of Illinois at Urbana-Champaign
Bachelor of Science in Agriculture and Consumer Economics (Financial Planning)
2011 - 2015

James Marquez Summary

James Marquez, based in United States, is currently a Senior Wealth Advisor at Capstone Financial Advisors Inc.. James Marquez brings experience from previous roles at Capstone Financial Advisors Inc., Capstone Financial Advisors, Inc. and University of Illinois at Urbana-Champaign. James Marquez holds a 2011 - 2015 Bachelor of Science in Agriculture and Consumer Economics in Financial Planning @ University of Illinois at Urbana-Champaign. With a robust skill set that includes Personal Finance and more. James Marquez has 2 emails on RocketReach.

James Marquez Emails

Found 2 emails

James Marquez Phone Numbers

Found 2 phone numbers

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Top Capstone Financial Advisors Inc. Employees

James Marquez

Senior Wealth Advisor at Capstone Financial Advisors Inc.

United States
2
- capstone-advisors.com
- gmail.com
2
- +1 815-806-XXXX
- +1 708-446-XXXX
Jeffrey Hansen

Senior Wealth Advisor at Capstone Financial Advisors Inc.

Chicago, IL, US
2
- capstone-advisors.com
- yahoo.com
1
- +1 312-422-XXXX
Amber Salzman

Director of Client Service at Capstone Financial Advisors Inc.

Chicago, IL, US
4
- gmail.com
- capstone-advisors.com
- yahoo.com
- aol.com
2
- +1 630-334-XXXX
- +1 410-394-XXXX
Armaan Rehmani

Financial Planning Analyst at Capstone Financial Advisors Inc.

Plainfield, IL, US
2
- capstone-advisors.com
- gmail.com
2
- +1 312-871-XXXX
- +1 312-874-XXXX
Jeremy Lorenz

Senior Financial Planner at Capstone Financial Advisors Inc.

Schaumburg, IL, US
1
- capstone-advisors.com
1
- +1 630-335-XXXX
Elizabeth Lardizabal

Manager of Client Service at Capstone Financial Advisors Inc.

Lombard, IL, US
1
- capstone-advisors.com
Paul Schee

Wealth Advisor at Capstone Financial Advisors Inc.

Los Angeles, California, United States
3
- capstone-advisors.com
- yahoo.com
- aol.com
3
- +1 847-989-XXXX
- +1 847-558-XXXX
- +1 224-535-XXXX

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