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LinkedIn | jkaplan@kbfcllc.com

Jim is co-founder and the CEO of KB Financial. He has been a financial advisor since graduating from Lehigh University in 1983. From the beginning of his financial career, Jim had a vision about the way financial services should be delivered and his vision is the foundation for the structure of KB Financial today: a team of professionals collaborating to pursue superior outcomes for their clients.

As the CEO, Jim works with the KB Financial team to develop the overall strategy of the firm and leads the effort to continually refine and improve the client offerings of KB Financial. He is also actively involved with clients, helping them to reach for their goals and pursue their dreams.

He has an extensive track record of over 30 years advising high net worth clients in the areas of sophisticated estate, wealth transfer and investment planning strategies. He is a frequent lecturer at financial institutions, law firms and industry meetings.

Jim serves as a member of the Board of Directors of M Financial Holdings, Inc. as well as M Life Insurance Company. He is a Chartered Life Underwriter (CLU) and serves on the Lehigh University Parents Council, the Princeton Day School Leadership Gift Committee and is involved with a number of local charities focused on providing food for the underserved.

Jim is an avid runner, hiker, skier and dog trainer. He lives in Princeton, New Jersey with his family of six.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000

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KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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KB Financial Partners LLC - Broker Dealer Disclosure

Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to  https://www.kbfinancialcompanies.com/disclosures/.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

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