James Alfieri
James S. Alfieri, CPA Branch Manager

Jim is a partner of Hamilton Financial Group, LLC and branch manager with Raymond James. He holds his Series 7 securities license and has been helping clients make investment decisions for over 18 years. He is a registered investment adviser representative in New Jersey, Pennsylvania, New York and several other states and holds an insurance producer license in New Jersey and Pennsylvania. He has lectured for various professional and trade organizations on a number of different financial topics. When you meet with Jim to discuss your financial goals, you will see that Jim excels at implementing and evaluating your plans to help you maximize tax opportunities in conjunction with your goals.

As a Certified Public Accountant, Jim draws upon his expertise and over 30 years of experience to help his clients succeed. Using his considerable knowledge of computers and accounting systems for small to medium-sized businesses and organizations, Jim works with his clients’ management teams to facilitate and improve internal record keeping tasks.

Jim is also active with the Spotswood Volunteer Fire Department and many other community organizations. Currently a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants, Jim earned his Bachelor of Science in Business Administration from Trenton State College (now known as The College of New Jersey).

 

Raymond James is not affiliated with the above organizations.

CPA services are provided by James Alfieri, CPA and are not a service of Raymond James.