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JK

James A. Kilcommons

PRINCETON GLOBAL ASSET MANAGEMENT LLC
Princeton, NJ 08542
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CRD#: 1340382
JK

Professional summary


James Anthony Kilcommons III, CFP®, who also goes by James Anthony Kilcommons, Jim Anthony Kilcommons III, Jim Kilcommons, is a registered financial advisor currently at PRINCETON GLOBAL ASSET MANAGEMENT LLC located in Princeton, New Jersey.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. James has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


James Anthony Kilcommons | Jim Anthony Kilcommons Iii | Jim Kilcommons

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view James Anthony Kilcommons III's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

April 26, 2024 - Present

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Office #1: 17 Hulfish Street Suite 240, Princeton, NJ 08542
RIA
CRD#: 146644
Princeton, NJ
Past

October 28, 2010 - July 8, 2014

PEOPLE'S SECURITIES, INC.

RIA
CRD#: 13704
PORTSMOUTH, NH
Past

October 28, 2010 - July 8, 2014

PEOPLE'S SECURITIES, INC.

BD
CRD#: 13704
PORTSMOUTH, NH
Past

September 29, 2006 - December 5, 2008

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108928
PLAINSBORO, NJ
Past

September 29, 2006 - December 4, 2008

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

October 23, 1991 - September 29, 2006

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA
CRD#: 105068
PRINCETON, NJ
Past

February 4, 1991 - September 29, 2006

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

February 25, 1985 - January 21, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PG
PRINCETON GLOBAL ASSET MANAGEMENT LLC
PRINCETON GLOBAL ASSET MANAGEMENT LLC

CRD#: 146644 / SEC#: 801-71305

RIA
Registered Investment Advisory firm - (4/9/2010 Approved)
Texas
Registered Investment Advisory firm - (4/22/2010 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(4/26/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/27/1990
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


PG
PRINCETON GLOBAL ASSET MANAGEMENT LLC
PRINCETON GLOBAL ASSET MANAGEMENT LLC

CRD#: 146644 / SEC#: 801-71305

RIA
Registered Investment Advisory firm - (4/9/2010 Approved)
Texas
Registered Investment Advisory firm - (4/22/2010 Terminated)
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Contact information


Main Address
17 Hulfish Street Suite 240, Princeton, NJ 08542
Mailing Address
Phone number
(609) 945-1781
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (11 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRINCETON GLOBAL ASSET MANAGEMENT, LLC FORM ADV PART 2A: FIRM BROCHURE (5/13/2025)

Regulatory assets under management


Total Number of Accounts1,164
AUM (Assets Under Management)$ 782,787,247

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PRINCETON GLOBAL ASSET MANAGEMENT LLC

CRD#: 146644Princeton, NJ 08542

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