James John Varaklis

Fondatore presso IBEX Wealth Advisors LLC

57 anni

Consumer Services

Finance

Profilo

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.

Posizioni attive di James John Varaklis

Società	Posizione	Inizio
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.	Fondatore	01/12/2012

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Formazione di James John Varaklis

Fairleigh Dickinson University

Undergraduate Degree

Esperienze
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Inattive

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Aziende private

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Aziende private	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