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James strives to provide his clients with a greater understanding of their own financial situation. He employs care and attention to detail in building an understanding each client’s short and long-term needs as a basis for a customized financial framework. His background lies mainly in wealth management, with an emphasis on integrating tax-efficient investments into comprehensive financial planning solutions. In addition, he focuses on business development and new client acquisition for the firm.

James received his B.A. from Tufts University with a major in Economics and a minor in Entrepreneurship. While at Tufts, James was an offensive midfielder for the Varsity Men’s Lacrosse team.

James is originally from New York and enjoys an active lifestyle. In his spare time, James participates in organized sports and cross-training. Among other things, James is an avid golfer, runner, and enjoys traveling.

James maintains the FINRA Series 7 and 66 securities licenses, as well as the Life, Accident, and Health Insurance licenses.

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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


    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

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to

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