Perfil
Mr. James A.
Kaffenbarger, Jr., is a Principal & Co-Founder at BCK Partners, Inc. He specializes in the areas of retirement, estates, executive benefits and education planning.
He also handles tax planning and preparation for clients.
Mr. Kaffenbarger was previously employed as a Financial Advisor by John G.
Ullman & Associates, Inc.
He has a B.A.
in Economics and History from Miami University, Oxford, OH and J.D.
from Case Western Reserve University School of Law, Cleveland, OH.
He is a member of the NYS Bar Association, Financial Planning Association, and he is a CFP certificant.
Cargos activos de Jamie Kaffenbarger
| Empresas | Cargo | Inicio |
|---|---|---|
BCK Partners, Inc.
 BCK Partners, Inc. Investment ManagersFinance BCK Partners, Inc. is an independent, SEC-registered investment advisor headquartered in Corning, New York. The firm was founded by Sarah Creath, James Kaffenbarger and Michael Bono in 2005. BCK Partners provides individuals and other types of clients with a wide array of investment advisory services. | Fundador | 01/01/2005 |
Antiguos cargos conocidos de Jamie Kaffenbarger.
| Empresas | Cargo | Fin |
|---|---|---|
John G. Ullman & Associates, Inc.
 John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Corporate Officer/Principal | 01/05/2015 |
Formación de Jamie Kaffenbarger.
| Miami University | Undergraduate Degree |
| Case Western Reserve University School of Law | Graduate Degree |
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Finance |
BCK Partners, Inc.
BCK Partners, Inc. Investment ManagersFinance BCK Partners, Inc. is an independent, SEC-registered investment advisor headquartered in Corning, New York. The firm was founded by Sarah Creath, James Kaffenbarger and Michael Bono in 2005. BCK Partners provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
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