James
Rinkewich
Avantax Advisory Services
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About this Advisor
James Rinkewich is a financial advisor based in Hazlet, New Jersey, working with Avantax Advisory Services. James has previously held positions at Rinkewich & Co Cpas, Avantax Investment Services, Inc, Avantax Advisory Services, and Avantax Insurance Agency And/Or Avantax Insurance Services. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, James is part of Avantax Advisory Services, which operates out of Hazlet, New Jersey. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
James Rinkewich Work History
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Investment Services, Inc
Avantax Advisory Services
Rinkewich & Co Cpas
Disclosures
Please visit the SEC profile of James Rinkewich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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