James
Zahakos
Fortis Group Advisors LLC
Answer a few questions and
get matched with an advisor.
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
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fortis Group Advisors LLC Brokerage Details
$748,229,979
42
4,336
$172,562
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.*
Lpl Financial LLC
Fortis Group Advisors, LLC
Voya Financial Advisors, Inc
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
Westwood, NJ
Westwood, NJ
Holmdel, NJ
Westwood, NJ
Mankato, MN
Westwood, NJ
Westwood, NJ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.