Jim Kilcommons

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About Jim Kilcommons

Jim views every client relationship as a partnership where he strives to help you and your family to analyze your situation and goals, identifying opportunities and potential risks, creating a comprehensive financial plan to secure your future. Jim has four decades of broad-based wealth advisory experience with expertise in portfolio management, financial planning, and wealth consulting, working with a diverse client base that includes high net-worth individuals, business owners, professionals, trusts, estates, endowments, foundations, pensions, and various other institutions helping them grow and protect their financial assets. Combining this experience with his passion for investments and planning strategies, he has worked diligently to help his clients achieve their financial goals while providing a superior level of client service and satisfaction.

Jim has extensive experience in developing comprehensive financial plans and wealth management strategies to help his clients achieve financial security and independence. He can create income and expense budgets, cash flow programs, pension plan maximization for 401(K), 403(B) and IRA/ROTH retirement contributions and RMD distributions, ROTH conversion tax minimization plans, college savings using 529 plans, asset allocation and investment strategies within your risk tolerance, tax loss harvesting approaches based upon realized tax budgets, charitable and planned gifting vehicles, depending on his clients' needs and objectives. Jim will carefully consider your investment objectives, risk tolerance, tax considerations, family dynamics, and philanthropic aspirations when crafting a customized blueprint for your future success. In addition, that financial plan will be monitored and updated over the course of your lifetime. Kathy and Jim have been married for 42 years. They have six adult children and two grandchildren. Jim enjoys time with his family, skiing, scuba diving, travelling. Active St. Paul Church Parishioner in Princeton, NJ for 32 years Columbia University, B.A.

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:

Princeton Global