Unclaimed Profile

James John Varaklis

IBEX WEALTH ADVISORS, LLC·BEDMINSTER, New Jersey

SIE, Series 6, Series 7, Series 24, Series 31, Series 66Clean record23 years registeredIBEX WEALTH ADVISORS, LLC

135 US HIGHWAY 202 206, BEDMINSTER, NJ 07921CRD# 2103913Firm CRD# 168674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James John Varaklis · BEDMINSTER, NJ

Registration

CRD #2103913 · IBEX WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

IBEX WEALTH ADVISORS, LLC

Jan 2014 – present

LPL FINANCIAL LLC

Oct 2004 – present

JAMES J. VARAKLIS & COMPANY, INC.

Sep 2006 – Jun 2014

LEBANON, NJ

CLINTON FINANCIAL CENTER LLC

Jun 2004 – Dec 2004

LEBANON, NJ

WALNUT STREET SECURITIES, INC.

Aug 2003 – Nov 2004

LEBANON, NJ

NATHAN & LEWIS SECURITIES, INC.

Feb 2003 – Aug 2003

LEBANON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · February 24, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IBEX WEALTH ADVISORS, LLC

CRD 168674 · SEC 801-78971

AUM

$710M

Regulatory assets under management

Employees

1,126 client accounts

Services offered by IBEX WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IBEX WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James John Varaklis offer?

James John Varaklis specializes in Financial Planning, Investment Management. Contact their office in BEDMINSTER, New Jersey for a consultation.

What are James John Varaklis's credentials?

James John Varaklis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James John Varaklis located?

James John Varaklis is based in BEDMINSTER, New Jersey, working with IBEX WEALTH ADVISORS, LLC. Their office serves clients in the BEDMINSTER metropolitan area and surrounding communities.

How does James John Varaklis charge for services?

James John Varaklis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IBEX WEALTH ADVISORS, LLC?

IBEX WEALTH ADVISORS, LLC has approximately 9 employees and manages $710M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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