Jim Kravitz Email & Phone Number
Managing Partner and Financial Advisor
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Jim Kravitz Location
- King of Prussia, PA, US
Jim Kravitz Work
- 2013 -now Managing Partner and Financial Advisor @ Lawrence James Financial Group
- 2012 -2013 Financial Advisor @
- 2011 -2012 Financial Advisor @ Vantage Point Bank and Financial Services
- 1996 -2010 President @ Matrix Audio Systems
- 1993 -1996 Vice President @ Radnor Capital Management/Custodian Securities
- 1991 -1993 Director of Operations @ PML Securities
- 1989 -1991 Supervisor of Operations @ Capital Analysts, Inc.
- 1986 -1989 Account Executive @ Waterhouse Securities
- 1985 -1986 Registered Representative @ First Jersey Securities
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 Partner and Financial Advisor 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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Jim Kravitz
Managing Partner and Financial Advisor
King of Prussia, PA, US
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