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James Allen Kaffenbarger

BCK PARTNERS, INC.·CORNING, New York
Clean record18 years registeredBCK PARTNERS, INC.
27 EAST MARKET STREET, CORNING, NY 14830CRD# 4254971Firm CRD# 181512

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Allen Kaffenbarger · CORNING, NY
Registration
CRD #4254971 · BCK PARTNERS, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

BCK PARTNERS, INC.
Mar 2016 – present
BCK PARTNERS, INC.
May 2015 – Nov 2015
JOHNSON CITY, NY
JOHN G. ULLMAN & ASSOCIATES, INC
Dec 2007 – Jan 2010
CORNING, NY
02

Registrations & Exams

Registration record
First registered · December 12, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BCK PARTNERS, INC.
CRD 181512 · SEC 801-107484
AUM
$191M
Regulatory assets under management
Employees
4
604 client accounts
Services offered by BCK PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BCK PARTNERS, INC. →
Introduction

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05

Frequently Asked Questions

What services does James Allen Kaffenbarger offer?
James Allen Kaffenbarger specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CORNING, New York for a consultation.
What are James Allen Kaffenbarger's credentials?
James Allen Kaffenbarger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Allen Kaffenbarger located?
James Allen Kaffenbarger is based in CORNING, New York, working with BCK PARTNERS, INC.. Their office serves clients in the CORNING metropolitan area and surrounding communities.
How does James Allen Kaffenbarger charge for services?
James Allen Kaffenbarger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BCK PARTNERS, INC.?
BCK PARTNERS, INC. has approximately 4 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Barney Bono
CORNING, NY
Sarah Jean Creath
CORNING, NY

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