Phone: (732) 542-4800
Fax: (732) 542-4805
Jim is a 2001 graduate of Fairleigh Dickinson University in Florham Park / Madison, New Jersey. Since his graduation, he has spent his professional life in the financial services industry, priding himself in helping people exceed their financial expectations.
As founder of Marathon Financial Services, Jim strives to encourage an intimate experience between clients and their financial professional. He focuses on group benefits (ie 401K & health plans), small business account planning, personal life insurance and retirement planning.
It is very important to Jim to support his community while maintaining a strong professional foundation. Some of his community activities include:
Jim holds FINRA Series 7 and 65 securities registrations as well as Life and Health Insurance licenses. His clientele spans from all sections of New Jersey, New York, Pennsylvania, and Florida. Jim was raised in Ocean Township and currently resides in Eatontown, NJ.