Financial Advisor | Chartered Retirement Planning Counselor | Wealth Management@ Janney Montgomery Scott LLC
Greater Philadelphia
James Farrell, CRPC, CLTC
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College for Financial Planning
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FlashIntel GPTJames Farrell, CRPC, CLTC is a highly experienced professional with 26.5 years of work experience in retirement planning, investments, asset management, investment management, and financial advisory. Based in Ghana, he assists individuals, business owners, and corporations in preparing for their goals. With a focus on asset management and retirement income planning, including Social Security, James holds his securities and insurance licenses and the CRPC designation (Chartered Retirement Planning Counselor) from the College for Financial Planning. He serves as the Chairman of the Upper Moreland Police Pension board and serves as the Chairman of the Upper Moreland Police Pension board.
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About
I assist and inspire individuals, business owners and corporations to actively prepare for their stated goals. That may simply mean providing investment advice, creating a retirement plan or designing a withdrawal strategy. For individuals, my concentration is on asset management and retirement income planning, including Social Security. I hold my securities and insurance licenses along with the CRPC designation (Chartered Retirement Planning Counselor) from the College for Financial Planning. I serve on the Upper Moreland Police Pension board, currently as Chairman.
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Financial Advisor | Chartered Retirement Planning Counselor | Wealth Management
Vice President Wealth Management
Financial Services
James Farrell, CRPC, CLTC's Professional Milestones
- Vice President | Wealth Advisor (2015-03-01~2016-12-01): Developed strategic investments to optimize investments and drive sustainable growth.
- Vice President Wealth Management (2016-12-01~): Implementing strategic financial planning to drive profitability and maximize potential of the company's wealth creation.
Education
Skill
Retirement Planning
Investments
Asset Management
Investment Management
Financial Advisory
Finance
Investment Strategies
Wealth Management
Financial Analysis
Financial Planning
Financial Services
Portfolio Management
Retirement
Certification
Colleagues
John Ciccarone
Chief Technology Officer
James Wolitarsky
President | Chief Executive Officer
John Abella
Chief Information Security Officer
Jessica Lempa, MSFS
Chief Compliance Officer
Caroline Hall
Chief Compliance Officer | Deputy General Counsel
Other Named James Farrell, CRPC, CLTC
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James Farrell, CRPC, CLTC's social media include: Linkedin,
James Farrell, CRPC, CLTC works for Janney Montgomery Scott LLC
James Farrell, CRPC, CLTC's role in Janney Montgomery Scott LLC is Financial Advisor | Chartered Retirement Planning Counselor | Wealth Management
James Farrell, CRPC, CLTC works in the industry of Financial Services
James Farrell, CRPC, CLTC's colleagues are John Ciccarone,James Wolitarsky,John Abella
James Farrell, CRPC, CLTC's latest job experience is Financial Advisor | Chartered Retirement Planning Counselor | Wealth Management at Janney Montgomery Scott LLC
James Farrell, CRPC, CLTC's latest education in College for Financial Planning
