James Dimitrios Verros

Current Employers

Employment History

• 10/1982 → Present
  Lincoln Investment Planning, Inc.
  Jenkintown, PA

Other Businesses

TRUSTEE POSITION: CO-TRUSTEE FOR GST TRUST AND IREVOCABLE LIFE INSURANCE TRUST OF A FORMER COLLEAGUE NATURE: TRUSTEE INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2012 ADDRESS: 442 CLOVELRY LANE, HORSHAM PA 19044 DESCRIPTION: REVIEW INVESTMENT PORTFOLIO... RECOMEND CHANGES. ASSIST WITH INCOME DISTRIBUTION QUESTIONS FOR BENEFICIARIES ALONG WITH CORPORATE TRUSTEE. FOR IRREVOCABLE LIFE INSURANCE TRUST: RECEIVE AND PAY ANNUAL INSURANCE PREMIUM. SEND ANNUAL CRUMMEY NOTICES TO BENEFICIARIES. JAMES VERROS/TAX PREPARATION POSITION: Sole proprietor NATURE: Tax Preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2012 ADDRESS: 442 Cloverly Lane, Horsham PA 19044, United States DESCRIPTION: Individual Tax Preparation AXEON DEVELOPMENT LLC POSITION: owner/member NATURE: Land Development. Build and sale of single family home. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2017 ADDRESS: 442 Cloverly Lane, Horsham PA 19044, United States DESCRIPTION: Administrative member of LLC engaged in the business ofbuilding a single family home for sale to the public. Identify and engage a contractor to build single family home for future sale. Annunciation/Evangelismos Endowment Fund Position: Director and President of the Endowment Fund Nature: Endowment Fund/ 501(c)3 entity Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 2/15/2019 Address: 7921 Old York Road , Elkins Park, PA 19027 Description: Work with other directors to come up with investment policy statement. Day to day operations of endowment fund.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-21
• S63 Uniform Securities Agent State Law Examination
  1981-12-07

Designations

Other Names

• Dimitrios Verros
• James Verros