JP
James M. Pazderak
COVENANT WEALTH ADVISORS
MARBLEHEAD, OH
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CRD#: 6015686
JP
Professional summary
James Michael Pazderak is a registered financial advisor currently at COVENANT WEALTH ADVISORS located in Marblehead, Ohio.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. James has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
PAZDERAK IS FOUNDER, PRESIDENT, AND SOLE OWNER OF COVENANT FINANCIAL GROUP LTD, 1955 SPERRYS FORGE TRAIL, WESTLAKE, OHIO 44145,TAX AND ACCOUNTING CPA FIRM STARTED 01/2007, 20-25 HOURS PER MONTH AND ABOUT 2 HOURS DURING SECURITIES TRADING HOURS, ONE MAN FIRM SO PAZDERAK PERFORMS ALL TAX RETURN PREPARATION AND TAX PLANNING, ETC, CLIENTS OF COVENANT WEALTH ADVISORS MAY, SOLELY AT THEIR OPTION, ELECT TO HAVE COVENANT FINANCIAL GROUP PROVIDE ANNUAL TAX SERVICES SUCH AS PERSONAL TAX RETURN PREPARATION, ETC.
CRS (Client Relationship Summary) - RIA
Click below to view James Michael Pazderak's 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®
NoneExperience
Current
April 8, 2013 - Present
COVENANT WEALTH ADVISORS
RIA
CRD#: 160394
MARBLEHEAD, OH
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
Ohio(4/8/2013)
Current Firm
COVENANT WEALTH ADVISORS
COVENANT WEALTH ADVISERS | COVENANT WEALTH ADVISORS LTD | COVENANT WEALTH ADVISORS | COVENANT WEALTH ADVISERS LTD
CRD#: 160394 / SEC#:
Ohio
Registered Investment Advisory firm - (4/8/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Marblehead, OH
Mailing Address
Phone number
(419) 967-0455
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 6,000,000 |
Red Flags
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