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Jim Bakal
Jim Bakal
First Vice President / Financial Advisor
Darien, Connecticut, United States
Jim Bakal
Summary
Jim Bakal is a seasoned financial advisor with over 28 years of experience in the capital markets sector. Currently serving as First Vice President at Janney Montgomery Scott LLC in Darien, Connecticut, he specializes in comprehensive financial planning and investment management for individuals and families. Jim's client-centric approach emphasizes tailored investment strategies to meet diverse financial goals. He holds a Bachelor's degree in Business Administration from the University of Hartford and possesses multiple financial certifications, including Series 7, 63, and 65 licenses. Beyond his professional life, Jim is actively involved in his community as the Treasurer of his local Fly-Fishing Chapter and a leader in the Boy Scouts. His personal interests include golfing, fly fishing, and restoring antique cars, showcasing a well-rounded personality that balances work and leisure.
Jim Bakal
Work Experience
First Vice President / Financial Advisor at
Janney Montgomery Scott LLC
January 2007 - Present
Vice President / Investments at
RBC Wealth Management
January 2001 - January 2007
Financial Advisor at
Tucker Anthony
January 1992 - January 2001
Financial Advisor Assistant at
Lehman Brothers
January 1991 - January 1992
Jim Bakal
Education
University of Hartford, Bachelor's Degree
January 1987 - January 1990
Fort Lee high school
January 1983 - January 1986
Frequently Asked Questions about Jim Bakal
What is Jim Bakal email address?
Jim Bakal's primary email address is ******@janney.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Jim Bakal graduated from?
Jim Bakal holds a degree in Business Administration from University of Hartford.
How can I directly contact Jim Bakal?
To contact Jim Bakal directly, you can use the email address ******@janney.com. Complete contact information is available upon registration with Muraena.
Who is Jim Bakal?
Jim Bakal is a seasoned financial advisor with over 28 years of experience in the capital markets sector. Currently serving as First Vice President at Janney Montgomery Scott LLC in Darien, Connecticut, he specializes in comprehensive financial planning and investment management for individuals and families. Jim's client-centric approach emphasizes tailored investment strategies to meet diverse financial goals. He holds a Bachelor's degree in Business Administration from the University of Hartford and possesses multiple financial certifications, including Series 7, 63, and 65 licenses. Beyond his professional life, Jim is actively involved in his community as the Treasurer of his local Fly-Fishing Chapter and a leader in the Boy Scouts. His personal interests include golfing, fly fishing, and restoring antique cars, showcasing a well-rounded personality that balances work and leisure.
Jim`s contact details
******@janney.com