James John Varaklis
Fondateur chez IBEX Wealth Advisors LLC
Profil
Mr. James J.
Varaklis is a Chief Compliance Officer at IBEX Wealth Advisors LLC.
He is also a Co-Founder of the firm.
He has over 25 years of experience in the financial services industry.
He provides investors with objective advice, flexible investment strategies, and complete transparency, utilizing an open architecture approach to investing.
He holds a Bachelor of Science degree from Fairleigh Dickinson University.
He also holds Certified Financial Planner designation (CFP) and the Financial Industry Regulatory Authority (FINRA) Series 7, 31 and 24 registrations and the Series 66.
Postes actifs de James John Varaklis
| Sociétés | Poste | Début |
|---|---|---|
IBEX Wealth Advisors LLC
 IBEX Wealth Advisors LLC Investment ManagersFinance IBEX Wealth Advisors LLC (IBEX) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedminster, New Jersey. The firm was founded in 2014 by Glenn E. Stephenson, James J. Varaklis, and Phillip Rongo. IBEX provides discretionary investment advisory services on a fee basis to successful individuals, families, and institutions. | Fondateur | 01/12/2012 |
Formation de James John Varaklis
| Fairleigh Dickinson University | Undergraduate Degree |
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| Entreprise privées | 1 |
|---|---|
IBEX Wealth Advisors LLC
IBEX Wealth Advisors LLC Investment ManagersFinance IBEX Wealth Advisors LLC (IBEX) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedminster, New Jersey. The firm was founded in 2014 by Glenn E. Stephenson, James J. Varaklis, and Phillip Rongo. IBEX provides discretionary investment advisory services on a fee basis to successful individuals, families, and institutions. | Finance |
