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James Dill

James Dill

Sales

Followers of James Dill866 followers
location of James DillWarren, New Jersey, United States

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  • Timeline

  • About me

    Senior Vice President, Financial Advisor at UBS Financial Services

  • Education

    • Kean University

      2003 - 2007

  • Experience

    • Summit Financial Resources

      May 2004 - Apr 2007
      Sales

    • Morgan Stanley

      May 2007 - Oct 2008
      Financial Advisor

    • UBS

      Oct 2008 - now
      Senior Vice President - Investments

  • Licenses & Certifications

    • **Registered States** AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

      FINRA

  • Honors & Awards

    • Awarded to James Dill
      Forbes America's Top Next Generation Wealth Advisors 2018, 2020, 2021 Forbes The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures
    • Awarded to James Dill
      Forbes Best-In-State Wealth Advisors 2021, 2022 Forbes The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures
    • Awarded to James Dill
      Forbes Next Gen Best-In-State Wealth Advisors 2018, 2019, 2022 Forbes The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit www.ubs.com/us/en/designation-disclosures