James John Varaklis
Founder at IBEX Wealth Advisors LLC
Profile
Mr. James J.
Varaklis is a Chief Compliance Officer at IBEX Wealth Advisors LLC.
He is also a Co-Founder of the firm.
He has over 25 years of experience in the financial services industry.
He provides investors with objective advice, flexible investment strategies, and complete transparency, utilizing an open architecture approach to investing.
He holds a Bachelor of Science degree from Fairleigh Dickinson University.
He also holds Certified Financial Planner designation (CFP) and the Financial Industry Regulatory Authority (FINRA) Series 7, 31 and 24 registrations and the Series 66.
James John Varaklis active positions
Companies | Position | Start |
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IBEX Wealth Advisors LLC
IBEX Wealth Advisors LLC Investment ManagersFinance IBEX Wealth Advisors LLC (IBEX) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedminster, New Jersey. The firm was founded in 2014 by Glenn E. Stephenson, James J. Varaklis, and Phillip Rongo. IBEX provides discretionary investment advisory services on a fee basis to successful individuals, families, and institutions. | Founder | 01/12/2012 |
Training of James John Varaklis
Fairleigh Dickinson University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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IBEX Wealth Advisors LLC
IBEX Wealth Advisors LLC Investment ManagersFinance IBEX Wealth Advisors LLC (IBEX) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bedminster, New Jersey. The firm was founded in 2014 by Glenn E. Stephenson, James J. Varaklis, and Phillip Rongo. IBEX provides discretionary investment advisory services on a fee basis to successful individuals, families, and institutions. | Finance |
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