Financial Advisor
James F. Capen, Jr. Financial Advisor
Raymond James Financial Services
- With more than 20 years of experience in financial planning and investment management, James Capen has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Jim understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
- As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jim will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
- Jim endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
- Based on what he learns about you and your goals and an analysis of the current financial markets, Jim designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Jim puts it into action and reviews the progress of your plan for opportunities to adapt to life changes and new goals.
- Jim began his career in financial services in 1997 and previously spent 12 years with Smith Barney. Today, Jim provides financial and retirement planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.
- A native of Montclair, NJ, Jim resides in Toms River, NJ with his wife and three sons. Away from the office, Jim also enjoys playing golf, boating, and spending time with his boys on the soccer field.
- Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory service are offered through Raymond James Financial Services Advisors, Inc. Raymond James is not affiliated with Jersey Shore Business Network.
Office
74 Brick Blvd
Building 2, Suite 103
Brick, NJ 08723