Profilo
Mr. James A.
Kaffenbarger, Jr., is a Principal & Co-Founder at BCK Partners, Inc. He specializes in the areas of retirement, estates, executive benefits and education planning.
He also handles tax planning and preparation for clients.
Mr. Kaffenbarger was previously employed as a Financial Advisor by John G.
Ullman & Associates, Inc.
He has a B.A.
in Economics and History from Miami University, Oxford, OH and J.D.
from Case Western Reserve University School of Law, Cleveland, OH.
He is a member of the NYS Bar Association, Financial Planning Association, and he is a CFP certificant.
Posizioni attive di Jamie Kaffenbarger
| Società | Posizione | Inizio |
|---|---|---|
BCK Partners, Inc.
 BCK Partners, Inc. Investment ManagersFinance BCK Partners, Inc. is an independent, SEC-registered investment advisor headquartered in Corning, New York. The firm was founded by Sarah Creath, James Kaffenbarger and Michael Bono in 2005. BCK Partners provides individuals and other types of clients with a wide array of investment advisory services. | Fondatore | 01/01/2005 |
Precedenti posizioni note di Jamie Kaffenbarger
| Società | Posizione | Fine |
|---|---|---|
John G. Ullman & Associates, Inc.
 John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Corporate Officer/Principal | 01/05/2015 |
Formazione di Jamie Kaffenbarger
| Case Western Reserve University School of Law | Graduate Degree |
| Miami University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
BCK Partners, Inc.
BCK Partners, Inc. Investment ManagersFinance BCK Partners, Inc. is an independent, SEC-registered investment advisor headquartered in Corning, New York. The firm was founded by Sarah Creath, James Kaffenbarger and Michael Bono in 2005. BCK Partners provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Finance |
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