Broker Check

5 Star Award

We are pleased to announce, for the seventh consecutive year (2013, 2014, 2015, 2016, 2017, 2018, & 2019), Jim has been selected as a recipient of the prestigious Five Star Professional Wealth Manager Award. The award appeared in the January 2019 issue of New Jersey Monthly and will appear in the February 27th copy of the Wall Street Journal.


Digital Reprint
Click Here
Digital Profile
Click Here

*Five Star Professional Wealth Manager Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018 & 2019 Five Star Wealth Managers.