James Whelan joined the Allied Wealth Partner’s team in 2018 after graduating from Franklin and Marshall College, where he earned a bachelor’s degree in Business. He was recognized for his academic achievements by being named to the Dean’s list each of the four years he attended the college. As a student, James was captain of the Baseball team, and a member of the Student Athletic Leadership Committee, the Italian club and the Delphic Honor Society. Maintaining leadership roles during his collegiate career enabled James to hone the skills vital to the role of a successful financial advisor.
James’s desire to help make a difference in the lives of others guided him to the financial services industry. Core to James values are honesty and integrity. He is committed to developing, implementing and maintaining comprehensive plans for individuals, families and businesses to better allow them to achieve their financial goals. He creates strategies which are tailored to the specific needs of each client. His goal is to provide his clients with the support and knowledge needed to help them make informed financial decisions.
In 2021 James was recognized by Allied Wealth Partners for his dedication and hard work by receiving the Jack Langdon New Advisor of the Year Award*.
In his free time, he enjoys watching sports, working out and spending time with family and friends. He currently resides in East Hanover, NJ.
*Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
BA in Business
Franklin & Marshall College
Registrations and Licenses:
Series 7, 66
Life & Health Insurance
James Whelan is a registered representative and investment advisor representative of Securian Financial Services, Inc.