James Lupica is a eficient professional, that works in Evangel University as a Board of Trustees-Chairman Audit Committee from 2014. This person gained professional experience in more than seven positions at various companies. James Lupica went to the Baldwin Wallace University and got education from 1977 to 1979. Cleveland, Ohio is the area, where this expert was lastly known to be located. James Lupica's email address and phone number are accessed through SoftwareOfficial by request.
Name variants:
Jaymes Lupica,
Jaimes Lupica,
Jim Lupica,
Jimmy Lupica,
Jimmie Lupica,
Jamie Lupica,
Jem Lupica
Last updated May 20, 2024
Contact Information
Last Update
Jul 3, 2022
Email
jl**@stratoswealthpartners.com, ja**@lpl.com
Location
Cleveland, OH
Company
Workplace
Colleagues
Work History
Managing Partner
3750 Park East Dr SUITE 200, Beachwood, OH 44122
from Nov 2008
Financial Consultant
4707 Executive Dr, San Diego, CA 92121
Jim specializes in simplifying the complex financial needs of individuals and small business owners by offering a wide range of services and strategies.
from Oct 2008
Managing Partner, Founding Partner
3750 Park East Dr SUITE 200, Beachwood, OH 44122
Stratos Wealth Partners is a client centered, full service, Financial Services Firm that is uniquely positioned to bridge the gap between the big firms and the total independent model. Strat...
from Oct 2008
Managing Director and Complex Manager
420 Montgomery St, San Francisco, CA 94129
Jim built the Akron complex from one office and 8 advisors to six offices with 52 advisorsand 23 staff. Gross Revenue was approximately $30,000,000. Jim was also recognized as Manager of the...
Jul 1991 — Aug 2008
Education
1977 — 1979
1966 — 1970
Occupations
Executive
Managing Partner
Partner
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Wealth Management
Securities
Investments
Retirement Planning
Wealth
Estate Planning
Retirement
Financial Advisory
Finance
Mutual Funds
401K
Asset Allocation
Investment Advisory
Small Business
Finra
Fixed Annuities
Succession Planning
Strategic Financial Planning
Mergers and Acquisitions
Investment Strategies
Financial Planners
Series 63
Alternative Investments
Etfs
Asset Management
Investment Management
Wealth Management Services
Iras
Portfolio Management
Personal Finance
Series 65
Bonds
Equities
Long Term Care
Financial Services
Life Insurance
High Net Worth Individuals
Pensions
401K Rollovers
Personal Financial Planning
Management
Insurance
Financial Analysis
Risk Management
Fixed Income
FAQs about James Lupica
What is the main profession of James Lupica?
The expert is a Board of Trustees-Chairman Audit Committee.
What are the main profession of The professional?
These person's professions are Executive and Managing Partner
Where does James Lupica live?
James Lupica currently lives in Cleveland, Ohio.
What is the professional's email?
James's email is jl**@stratoswealthpartners.com and ja**@lpl.com.
How many companies did James Lupica work at?
James Lupica worked at seven jobs.
What education does James Lupica have?
James studied at the Baldwin Wallace University from 1977 to 1979.
Are there any industries James Lupica works in?
This professional works in Financial Services industry.
What are professional skills of James Lupica?
This professional has skills in the following areas: Series 7, Wealth Management, Securities, Investments, Retirement Planning, Wealth, Estate Planning, Retirement, Financial Advisory, Finance, Mutual Funds, and 401K.