Specialties
About Me
James A.
Rachlin is a CERTIFIED FINANCIAL PLANNER™ professional who joined his father at Janney Montgomery Scott in 2013. He takes a holistic approach to helping his clients, looking at all aspects of their financial lives. His goal is to help simplify and organize their finances, developing a road map that gives them financial confidence as they navigate life’s many changes. He graduated from Kean University and holds Series 7, 9, 10 and 66 securities licenses as well as Life and Health insurance licenses and Variable and Fixed Rate annuity licenses. James is a lifelong learner who recognizes the importance of education, and as such, he has earned the Chartered Financial Consultant® designation from The American College of Financial Services as well as the Accredited Asset Management Specialist℠ and Chartered Retirement Planning Counselor℠ designations from The College for Financial Planning. In addition, he has also earned the Accredited Investment Fiduciary® designation from Fi360 and the Certification in Long-Term Care designation, a designation granted by the Certification for Long-Term Care.
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Interests & Hobbies
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Credentials
CFP®, ChFC®, CRPC®, CLTC®, AAMS®, AIF®
Chartered Designations
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Disclosures
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.