Jim Kravitz Email & Phone Number
Managing Director
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Jim Kravitz Location
- King of Prussia, PA, US
Jim Kravitz Work
- Managing Director @ Lawrence James Financial Group (August 2013 - Present)
- Financial Advisor @ (June 2012 - August 2013)
- Financial Advisor @ Vantage Point Bank and Financial Services (June 2011 - June 2012)
- President @ Matrix Audio Systems (January 1996 - January 2010)
- Vice President @ Radnor Capital Management/Custodian Securities (January 1993 - January 1996)
- Director of Operations @ PML Securities (January 1991 - January 1993)
- Supervisor of Operations @ Capital Analysts, Inc. (January 1989 - January 1991)
- Account Executive @ Waterhouse Securities (January 1986 - January 1989)
- Registered Representative @ First Jersey Securities (January 1985 - January 1986)
Jim Kravitz Education
- Penn State University
BS (Finance)
Jim Kravitz Skills
- Mortgage
- Insurance
- Credit
- Banking
- Financial Planning
- Annuities
- Loans
- Investments
- Business Planning
- Portfolio Management
- Investment Banking
- Asset Management
- Cash Management
- Corporate Finance
- Estate Planning
- Retirement Planning
- Wealth Management
- Series 7
- Strategic Financial Planning
- Fixed Annuities
- Mortgage Lending
- Securities
- Finance
- Retirement
- Financial Services
- Mutual Funds
- FINRA
- Investment Advisory
- 401k
- Asset Allocation
- Series 63
- Wealth
- Life Insurance
- Investment Strategies
- Strategy
- Microsoft Word
- Customer Service
- Financial Analysis
Jim Kravitz Summary
- Jim Kravitz, based in King of Prussia, PA, US, is currently a Managing Director at Lawrence James Financial Group. Jim Kravitz brings experience from previous roles at Delaware Valley Financial Group, Vantage Point Bank and Financial Services, Matrix Audio Systems and Radnor Capital Management/Custodian Securities. Jim Kravitz holds a BS in Finance @ Penn State University. With a robust skill set that includes Mortgage, Insurance, Credit, Banking, Financial Planning and more.
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