James Claroni
Financial Consultant, CFP®
James Claroni
Financial Consultant, CFP®
At Salem Five Investment Services
Jim joined the Salem Five team in June 2018, bringing with him over 20 years of experience as a practicing financial consultant. He specializes in financial planning for individuals, families and small businesses.
Before Joining Salem Five Investment Services
Prior to Salem Five, Jim worked for 17 years at Ameriprise Financial as a Personal Financial Advisor, and then at The Kraematon Group as a Retirement Plan Consultant.
Education
Jim graduated from Fordham University in New York with a Bachelors in Math & Economics.
Credentials
LPL Registered Representative
CERTIFIED FINANCIAL PLANNERTM
Licensed Insurance Producer
Registered Tax Preparer
Personal
Originally from New York, Jim relocated to the Boston area after college and resides in Reading with his three daughters.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Salem Five Bank or Salem Five Investment Services.
Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
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