James
Zahakos

Fortis Group Advisors LLC

CRD#6214169
Investment Advisor
in Holmdel, NJ

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About this Advisor

James Zahakos is a financial advisor based in Holmdel, New Jersey, with 3 years of relevant experience. Zahakos is an advisor for Fortis Group Advisors LLC. Zahakos has gained experience at Edward Jones, Voya Financial Advisors, Inc, Lpl Financial LLC and Fortis Group Advisors, LLC. Zahakos holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Fortis Group Advisors LLC is a financial advisory company based out of Westwood, NJ. The firm has offices in 12 locations and a total of 42 people on staff. It handles $748 million in total assets across its 4,336 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 4,336 client accounts, just 7% are held by high-net-worth investors who have at least $1 million in assets available to invest. Fortis Group Advisors LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually are based on the financial services provided. However, fees billed by Fortis Group Advisors LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

101 Crawfords Corner Road Suite 4125
Holmdel, NJ 07733

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Fortis Group Advisors LLC Brokerage Details

Total Assets Under Management

$748,229,979

NJ Average: $10,121,009,343
Total Number of Employees

42

NJ Average: 92
Total Number of Accounts

4,336

NJ Average: 6,978
Average Account Size

$172,562

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

James Zahakos Work History

James has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial LLC

2020 - Present (4 years)

Fortis Group Advisors, LLC

2017 - 2020 (3 years)

Voya Financial Advisors, Inc

2013 - 2017 (4 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Zahakos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fortis Group Advisors LLC

Michael Manginelli
Westwood, NJ
Christopher Kenneally
Westwood, NJ
James Zahakos
Holmdel, NJ
Vanessa Rampino
Westwood, NJ
Blake Hahn
Mankato, MN
Joseph Vanacore
Westwood, NJ
Michael Devizio
Westwood, NJ
Sarah Tepper-Fazzari
Westwood, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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