James D Zahakos

Current Employers

Employment History

• 07/2013 → 01/2017
  Edward Jones
  St Louis, MO
• 01/2017 → 03/2020
  Voya Financial Advisors, Inc.
  Iselin, NJ
• 03/2020 → Present
  Lpl Financial Llc
  Iselin, NJ
• 04/2020 → Present
  Fortis Group Advisors, Llc
  Iselin, NJ

Previous Registrations

• 2017-01-10 → 2020-04-07
  Voya Financial Advisors, Inc.
  Cherry Hill, NJ
  Iselin, NJ
  Staten Island, NY
  Massapequa, NY
  Williamsport, PA
• 2013-11-18 → 2017-01-10
  Edward Jones
  Staten Island, NY
  St Louis, MO

Other Businesses

1) 3/31/2020- Fortis Wealth Group, LLC (formerly Christopher Edwards Financial Associates)-DBA for LPL Business (entity for LPL business)- Inv. Related- Iselin, NJ-100% 2) 3/31/2020- MJPM LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related- Old Bridge, NJ -20hrs/mth -15% 3) 3/31/2020-The Fortis Agency, LLC- Non-Variable Insurance- Agent selling Life, Annuities, P&C and Health - Inv. Related- Holmdel, NJ - start date 4/1/2020- 30 hrs/mth -50% 4) 3/31/2020- Egbert Square, LLC-Real Estate Rental Owner - Staten Island, NY- start date 2/8/2019- 5hrs/mth -5% 5) 4/28/2020 - Fortis Group Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 4/1/2020 - 60 Hours Per Month/10 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Fortis Group Advisors, LLC, an independent investment advisor firm. I started this business activity in 04/2020. I expect to spend approximately 60 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.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 4/28/2020 - Christopher Edwards Financial Associates LLP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 4/1/2020 - 80 Hours Per Month/4 Hours During Securities Trading - Time Spent 50%. 7) 12/16/2020 - Fortis Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/1/2020 - 160 Hours Per Month/120 Hours During Securities Trading. 8) 11/27/2024 - S4 Search Partners - Other - Recruiting - Not Investment Related - 130 Maple Ave., Unit 3CB, Red Bank, NJ 07701 - Start Date 12/02/2024 - 60 Hours per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2013-09-24

Other Names

• James Zahakos