Jim S. Email & Phone Number
Wealth Advisor @ Beacon Bridge Wealth Partners
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Jim S. Location
- Ambler, PA, US
Jim S. Work
- Financial Advisor @ Beacon Bridge Wealth Partners, a private wealth advisory practice of Ameriprise (April 2017 - September 2022)
- Wealth Advisor @ (March 2015 - Present)
- Investment Manager @ Beacon Bridge Wealth Partners, a private wealth advisory practice of Ameriprise (March 2015 - September 2022)
- Portfolio Manager @ (January 2014 - January 2015)
- Investment Research Analyst @ (January 2013 - January 2014)
- Relationship Manager and Investment Analyst @ The Centurion Group, LLC (January 2011 - October 2013)
Jim S. Education
- Monmouth University
Master of Business Administration (MBA) (Finance, Hess School of Business)
2010-2012 - Seton Hall University
Bachelor of Arts (B.A.) (History)
2004-2008
Jim S. Skills
- Manager Selection
- Services
- Customer Service
- Financial Services
- Microsoft Office
- Series 63
- Investments
- Due Diligence
- Portfolio Management
- Asset Allocation
- Investment Advisory
- Investment Management
- Research
- Series 7
Jim S. Summary
- Jim S., based in Ambler, PA, US, is currently a Wealth Advisor at Beacon Bridge Wealth Partners. Jim S. brings experience from previous roles at Beacon Bridge Wealth Partners, a private wealth advisory practice of Ameriprise , J.P. Morgan and Capital Analysts. Jim S. holds a 2010 - 2012 Master of Business Administration (MBA) in Finance, Hess School of Business @ Monmouth University. With a robust skill set that includes Manager Selection, Services, Customer Service, Financial Services, Microsoft Office and more. Jim S. has 1 emails and 2 mobile phone numbers on RocketReach.
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