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Jim Broderick, CFP®, APMA™, CRPS™

Jim broderick, cfp®, apma™, crps™

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location of Jim Broderick, CFP®, APMA™, CRPS™New York, New York, United States
Phone number of Jim Broderick, CFP®, APMA™, CRPS™+91 xxxx xxxxx
Followers of Jim Broderick, CFP®, APMA™, CRPS™1000 followers

  • Timeline

    May 2008 - Sept 2008

    Intern

    A.G. Edwards
    Jan 2010 - Jun 2010

    Junior Analyst/ Equities Trader

    The Frommer Group (Hedgefundlive.com)
    Jul 2010 - Dec 2010

    Tax Services

    Ernst & Young
    Jan 2011 - Jun 2012

    Trader

    AMR Capital Trading
    Jul 2012 - Apr 2022

    Investment Associate

    Northwestern Mutual
    May 2022 - Mar 2023

    Director of Investment Research & Trading

    Magnus Financial Group LLC
    Mar 2023 - Jul 2024

    Director of Investment Research

    Northwestern Mutual- Sound Financial Strategies
    Current Company
    Nov 2024 - now

    Director of Investments

    DUPHINEY FINANCIAL NETWORK

  • About me

    Director of Investments

  • Education

    • Raritan high school

      2001 - 2005

    • Caldwell university

      2005 - 2009
      Bs finance& economics

      Activities and Societies: Mens Soccer, St. Jude Foundation Caldwell Chapter, International Business Society

  • Experience

    • A.g. edwards

      May 2008 - Sept 2008
      Intern

    • The frommer group (hedgefundlive.com)

      Jan 2010 - Jun 2010
      Junior analyst/ equities trader

    • Ernst & young

      Jul 2010 - Dec 2010
      Tax services

    • Amr capital trading

      Jan 2011 - Jun 2012
      Trader

    • Northwestern mutual

      Jul 2012 - Apr 2022
      Investment associate

    • Magnus financial group llc

      May 2022 - Mar 2023
      Director of investment research & trading

    • Northwestern mutual- sound financial strategies

      Mar 2023 - Jul 2024
      Director of investment research

    • Duphiney financial network

      Nov 2024 - now
      Director of investments

  • Licenses & Certifications

    • Series 66 license

      Finra
      Nov 2012

    • Series 7 license

      Finra
      Jun 2011

    • Accredited portfolio management advisor™ and apma™ professional designation

      College for financial planning
      Mar 2016
      View certificate certificate

    • Chartered retirement plans specialist™ or crps™ professional designation

      College for financial planning
      Oct 2024
      View certificate certificate

    • Cfp® (certified financial planner)

      Cfp board
      Dec 2017
      View certificate certificate

    • Enrolled agent

      Internal revenue service
      Jan 2015