James Christopher Muro

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 12/2013 → Present
  Equity Services, Inc
  Montpelier, VT
• 12/2013 → Present
  National Life Group
  Edison, NJ

Previous Registrations

• 2006-10-18 → 2013-12-19
  Msi Financial Services, Inc.
  Staten Island, NY
  Tinton Falls, NJ
  Staten Island, NY
  Bklyn, NY
  Brooklyn, NY

Other Businesses

*LEGATUS GROUP.200 SCHULZ DRIVE SUITE 125 RED BANK, NJ,INV REL.INSURANCE. FINANCIAL PLANNER.MAY 2015.10 HRS/MO.DURING TRADE HRS *INTEGRATED PLANNING GROUP. 200 SCHULZ DRIVE SUITE 125 RED BANK, NJ. INV REL.FIXED LIFE/ANNUITIES.CFP. MARCH 2016.160 HRS/MO.DURING TRADE HRS. *THE OBJECTIVE ROOM. 200 SCHULZ DRIVE SUITE 125 RED BANK, NJ. NOT INV REL. AUG 2020. THIS IS A WEBSITE USED FOR MARKETING PURPOSES. AGENT. COBRANDING AND MARKETING WITH THE OBJECTIVE ROOM FOR PROSPECTING NEW CLIENTS, DISCOVERING NEW ADVISORS, AND OFFERING FINANCIAL SERVICES, FINANCIAL LITERACY, AND FINANCIAL EDUCATION TO OUR MARKET. DURING TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-07
• S63 Uniform Securities Agent State Law Examination
  1992-10-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant