JimKilcommons- Financial Advisor Princeton, NJ

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About Jim Kilcommons

Princeton Global is a financial services firm on a mission to make investment management and wealth planning an interesting and engaging experience. We use our knowledge and perspective to enable multi-generational families and individuals to define, focus, and achieve their financial goals.

See Disclosures

General Information

CRD#

1340382

Firm CRD#

146644

Name of Broker/Dealer

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Name of Custodial Firm

Charles Schwab Co

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Jim has 40 years of investment management and wealth advisory experience: Senior Portfolio Manager at Princeton Global Senior Vice President and Senior Portfolio Manager at TIAA Senior Vice President and Senior Portfolio Manager at People's United Bank Director and Senior Portfolio Manager at BlackRock Senior Portfolio Manager at Merrill Lynch Voting member on Merrill Lynch Asset Management Core Equity Team CERTIFIED FINANCIAL PLANNER 2005

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1 MM +

Compensation Methods

Based on Assets, Hourly

Fee % Based on Assets

Additional Details on Charges

At $1MM charged at 0.90% Next $2MM charged at 0.70% Next $2MM charged at 0.50% Above $5MM charged at 0.40%

Minimum Fee Charged for Managed Accounts

0.90% at $1MM/$9000

Minimum Fee Charged for Hourly Planning Accounts

$1000/hr.

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892331/paladinregistry-Princeton-Global-detailed-disclosure.html

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Paladin Research Report For:

Jim Kilcommons

Princeton Global