James Vincent Mari

Current Employers

Employment History

• 01/2016 → 01/2017
  Invest Financial Corp.
  Tampa, FL
• 01/2016 → 01/2017
  Sun National Bank
  Logan Twp., NJ
• 01/2017 → 02/2025
  Cliftonlarsonallen Wealth Advisors, Llc
  King Of Prussia, PA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Flagship Financial Llc
  Sanatoga, PA

Previous Registrations

• 2017-01-19 → 2025-02-05
  Cliftonlarsonallen Wealth Advisors, Llc
  King Of Prussia, PA
  Minneapolis, MN
• 2016-01-15 → 2017-01-18
  Invest Financial Corporation
  Logan Twp, NJ
  Turnersville, NJ
• 2013-09-05 → 2016-01-04
  Voya Financial Advisors, Inc.
  Charlotte, NC
  Wayne, PA
• 2010-06-21 → 2012-05-14
  New England Securities
  Newtown Square, PA

Other Businesses

1. Name of other business: Flagship Financial LLC Investment related: Yes Address: Same as registered location Nature of business: DBA - branding team name for Financial Services Start date: 01/2025 Position/title/relationship: Financial Professional Apx number of hours per week: 40 Apx number of hours during trading hours: 40 Brief description of duties: Financial planning and asset management

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-05
• S63 Uniform Securities Agent State Law Examination
  2008-06-27

Designations

Other Names

• James Vincent Jr Mari
• James Vincent Mari
• James Mari