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Investment Advisor Representative

An independent IAR provides tailored financial guidance and advice. As fiduciaries, they are required to act in the best interests of their clients at all times. In general, to become an IAR a person must pass the Series 6, 63, and 65 as administered by FINRA.

James Financial Partners is looking for qualified candidates to join our team. If you are interested in working with an independent financial planning company and are looking to expand your practice, email us at for more information.