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 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.
James holds his Life and Health Insurance license, as well as his FINRA Series 7 and Series 66 registrations.
In his free time, he enjoys watching sports, working out and spending time with family and friends. He currently resides in East Hanover, NJ.
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. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Tracking #:2362095 DOFU: 1/2019