James John Varaklis

Current Employers

Employment History

• 10/2004 → Present
  Lpl Financial Llc
  Bedminster, NJ
• 09/2022 → Present
  Ibex Wealth Advisors, Llc
  Bedminster, NJ

Previous Registrations

• 2006-09-14 → 2014-06-26
  James J. Varaklis & Company, Inc.
  Lebanon, NJ
• 2004-06-02 → 2004-12-31
  James J. Varaklis & Company, Inc.
  Lebanon, NJ
• 2003-08-01 → 2004-11-02
  Walnut Street Securities, Inc.
  Lebanon, NJ
• 2003-02-24 → 2003-08-01
  Nathan & Lewis Securities, Inc.
  Lebanon, NJ

Other Businesses

1.08/19/2004 - NO BUSINESS NAME - NON-VARIABLE INSURANCE DBA - JAMES J. VARAKLIS & COMPANY - INV REL - AT REPORTED BUSINESS LOCATION(S) 2. 05/01/2009 - JAMES J. VARAKLIS & COMPANY -NON-VARIABLE INSURANCE DBA - INV REL - AT REPORTED BUSINESS LOCATION(S) - TIME SPENT 10% 3. 07/11/2011 - JAMES J. VARAKLIS & COMPANY -NON-VARIABLE INSURANCE DBA - JAMES J. VARAKLIS & COMPANY - INV REL - AT REPORTED BUSINESS LOCATION(S) - TIME SPENT 10% 4. 01/30/2014 - IBEX WEALTH ADVISORS - REGISTERED INVESTMENT ADVISOR - (HYBRID) IBEX WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - TIME SPENT 80% 5. 01/12/2016 * IBEX Wealth Advisors, LLC * Registered Investment Advisor Hybrid * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 04/01/2014 * 160 HRS/MO DURING SECS TRDG HRS. 6. 05/25/2022 - IBEX Wealth Advisors, LLC - Investment Related - At Reported Business Location (s) - Registered Investment Advisor Hybrid - IAR - Start Date - 04/01/2014 - 160 Hours Per Month/ 160 Hours During Securities - Time Spent 100% - I provide investment advisory services through IBEX Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 1/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-09

Other Names

• James John Varakis
• James J Varaklis