James Gregory Colitsas

Employer firm

Omni 360 Wealth, Inc. CRD 124878

$426M regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1999 → 06/2018
  Thomas Colitsas & Associates, P.A.
  Princeton, NJ
• 01/2012 → Present
  Omni 360 Wealth, Inc.
  Princeton, NJ
• 01/2012 → Present
  Princeton Financial Group, Llc
  Princeton, NJ

Previous Registrations

• 2009-01-12 → 2012-12-17
  Raymond James Financial Services Advisors, Inc
  Princeton, NJ
• 2006-11-20 → 2009-01-12
  Raymond James Financial Services, Inc.
  Princeton, NJ

Other Businesses

1) PRINCETON FINANCIAL GROUP, LLC - PRINCETON, NJ. OWNER/PROPRIETOR OF SUPPORT COMPANY. STARTED 01/2012 6 HOURS WEEKLY, 1 DURING TRADING HOURS. Thomas Colitsas & Associates, PA and Princeton Group Tax, Consulting & Accounting - managing partner - 30 hours per week SOUND FINANCIAL SOLUTIONS INC - IAR BUSINESS - 6 hours per week 2) Carnegie Holdings, LLC; Member; Owns 777 Property Management, LLC which purchased the building Princeton Financial Group LLC and PFG - Financial Planning & Management are primary tenants of property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-14
• S63 Uniform Securities Agent State Law Examination
  2000-05-04