Jim Meindl, CFP®, CPWA®, AIF®

Jim meindl, cfp®, cpwa®, aif®

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location of Jim Meindl, CFP®, CPWA®, AIF®Hoboken, New Jersey, United States
Followers of Jim Meindl, CFP®, CPWA®, AIF®2000 followers
  • Timeline

  • About me

    Wealth Management Associate

  • Education

    • Siena college

      2010 - 2014
      Bachelor of science finance

      Activities and Societies: Division 1 Baseball Team

  • Experience

    • Blackrock

      Nov 2014 - Mar 2020

      U.S. Wealth Advisory

      • Investment Management Associate

        Jul 2016 - Mar 2020
      • Sales Associate

        Nov 2014 - Jun 2016
    • King financial network

      Mar 2020 - now
      Wealth management associate

      King Financial Network is an integrated, team-based, wealth management network that takes a comprehensive, customized, and independent approach to guide our clients through Financial, Retirement, Tax, Insurance, and Estate Planning at every stage of life.Securities offered through Commonwealth Financial Network®, ®, finra.org/sipc.org [King Financial Network, 198 US Highway 9 North, Suite 204, Manalapan, NJ 07726, (732) 845-1929]This communication is strictly intended for individuals residing in the state of NJ. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www. commonwealth. com/termsofuse.html. Show less

  • Licenses & Certifications

    • Certified private wealth advisor® professional

      Investments & wealth institute
      Feb 2025
    • Series 66

      Nasaa
      Mar 2015
    • Certified annuity specialist (cas)

      Institute of business & finance
      Jun 2020
    • Accredited investment fiduciary

      Fi360, a broadridge company
      Jan 2021
    • Certified financial planner (cfp)

      Cfp board
      Oct 2020
      View certificate certificate
    • Series 7

      Financial industry regulatory authority (finra)
      Jan 2015
    • Certified fund specialist (cfs)

      Institute of business & finance
      Jun 2020
  • Honors & Awards

    • Awarded to Jim Meindl, CFP®, CPWA®, AIF®
      Best Finance Paper Siena College Student Conference in Business Portfolio Management
  • Volunteer Experience

    • Volunteer

      Issued by Ronanld McDonald House (Troy, New York) on Oct 2011
      Ronanld McDonald House (Troy, New York)Associated with Jim Meindl, CFP®, CPWA®, AIF®
    • Participant/Instructor

      Issued by Miracle League Long Island on Jul 2012
      Miracle League Long IslandAssociated with Jim Meindl, CFP®, CPWA®, AIF®