James Varaklis
Co-founder & Chief Compliance Officer at Ibex Wealth Advisors, Llc
Based in Bedminster, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Bedminster
Industry
Financial Services
Company size
12
Contact information
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j•••••••@ibexwealth.com
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Background
About James Varaklis
James is an independent Financial Advisor and Wealth Manager. With over 25 years of experience in the financial services industry, he provides investors with professional advice, flexible investment strategies, and complete transparency, utilizing an open architecture approach to investing.By incorporating a combination of Fundamental and Technical Analysis, James applies his experience to craft a plan for the investment portfolio of each client. Clients are affluent individuals, retirees, corporations and their owners, private foundations, and high net worth individuals with a minimum of of investable assets.James is a Managing Director and Co-Founder of IBEX Wealth Advisors, an experienced group of advisors, with a shared vision of independence, collaboration and excellence. He holds a Bachelor of Science degree from Fairleigh Dickinson University in Madison, NJ. James holds the Series 7, 31, and 24 licenses with LPL Financial and the Series 66 with LPL Financial and IBEX Wealth Advisors.
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