James J Alberts

Overview

James J Alberts is an insurance agent, a registered representative and an investment adviser representative based in Green Bay, WI, with 32 years in the industry.

Years in the industry

32

States licensed

4

States registered

9

Carrier appointments

17

Contact

2 business emails and 4 phone numbers on file

Registrations and licenses

• Licensed in 4 states
• Registered in 9 states

• Producer
• Series 6
• Series 63
• Series 65
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Geneos Wealth Management, Inc.Current firm
• N.E.W. Advisory Services, LLCCurrent firm

Employment history since 1996

Carriers

17 active carrier appointments

Book and practice

Firm assets under management on file