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professional profile

James J Titak, CFP

AgentRRIAR IN CRD 1008441 Last verified October 2026

Overview

James J Titak is an insurance agent, a registered representative and an investment adviser representative based in IN, with 45 years in the industry.

Years in the industry
45
States licensed
9
States registered
29
Exams passed
6

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 9 states
  • Registered in 29 states
  • Producer
  • Series 24
  • Series 5
  • Series 63
  • Series 7
  • Series 99TO
  • SIE

6 lines of authority, with every state and its dates

Firms

Employment history since 1981

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file

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