James owns and operates Chiaro Investment Services, LLC. As a Wealth Advisor he helps individuals and businesses with their wealth management decisions, regionally as well as nationally. His goal is to help individuals and organizations pursue their aspirations by providing them with trusted, reliable, and comprehensive financial advice.
PROFESSIONAL DESIGNATIONS AND LICENSING:
• Series 7*, General Securities Representative
• Series 65*, Uniform Investment Advisor Representative
• Series 6*, Investment Company Products/Variable Contracts Representative
• Series 63*, Uniform Securities Agent State Law
• Pennsylvania Life Insurance License
• CMFC, Chartered Mutual Fund Counselor
• College for Financial Planning
*held through LPL Financial
James provides a comprehensive discovery process unique to every person or business. He works with clients based on their needs for investment management, advanced financial planning strategies, and relationship management. Every client is unique, and customized strategies are based on client needs. No two clients are the same.
James is a veteran, having served in the US Air Force. For the last 20 years he has been in the financial services industry and comes to us from Citizens Securities Inc. where he was a Vice President and Wealth Advisor for the past 10 years.
James is an avid outdoorsman and family man as he enjoys spending time with his wife Emily, his son Reagan, and his daughter Gabriella. He believes in giving back to our communities, supporting local and national charities for veterans or individuals with disabilities or addictions. Such involvement in organizations has been WNEP’s Ryan’s Run, the Tour de Scranton, Wounded Warriors Project, Leader Dogs, NEPA’s Philharmonic, and more.