Perfil
Mr. James J.
Dee is a Wealth Advisor at First Capital Advisors Group LLC.
He has over 30 years of experience helping individuals, families and businesses maximize wealth.
Mr. Dee was previously employed as a Financial Advisor by Wachovia Corp.
and a Financial Planner by Wellesley Asset Management, Inc. He started his career in financial services after graduating Albright College at an investment banking and brokerage firm in the Washington DC area.
He received his undergraduate degree from Albright College.
Antiguos cargos conocidos de Jim Dee.
| Empresas | Cargo | Fin |
|---|---|---|
First Capital Advisors Group LLC
 First Capital Advisors Group LLC Investment ManagersFinance First Capital Advisors Group LLC (First Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded in 2015 and was acquired by Wealth Enhancement Group LLC in 2023. First Capital offers a comprehensive wealth planning package, which includes investment planning, risk management, retirement solutions, estate & charitable planning and lending. | Gestor de Cartera-Acciones | 01/09/2023 |
Wellesley Asset Management, Inc.
 Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Corporate Officer/Principal | - |
Wachovia Corp.
 Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Formación de Jim Dee.
| Albright College | Undergraduate Degree |
Experiencias
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Empresas relacionadas
| Empresas privadas | 3 |
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First Capital Advisors Group LLC
First Capital Advisors Group LLC Investment ManagersFinance First Capital Advisors Group LLC (First Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded in 2015 and was acquired by Wealth Enhancement Group LLC in 2023. First Capital offers a comprehensive wealth planning package, which includes investment planning, risk management, retirement solutions, estate & charitable planning and lending. | Finance |
Wachovia Corp.
Wachovia Corp. Major BanksFinance Wachovia Corp. provided commercial and retail banking services. It offered personal finance and wealth management services. The company was founded on June 16, 1879 and was headquartered in Charlotte, NC. | Finance |
Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. Investment ManagersFinance Wellesley Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Greg Miller and Darlene Murphy in 1991 as Wellesley Investment Advisors, Inc. and changed its name to Wellesley Asset Management, Inc. in 2016. WAM provides discretionary investment management services to individuals, institutions, retirement plans, trusts, estates, private foundations, investment companies, corporations, other advisory firms, and various other entities. In addition, the firm acts as sub-advisor to certain wrap program providers. | Finance |
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