Get to Know

Jim Meindl

Wealth Management Associate

CFP®, AIF®, CFS®, CAS®

Education

Bachelor of Science Degree Finance / Siena College

Bio

I have an innate passion for teaching clients how to clearly understand every aspect of their financial picture, which primarily includes staying invested and preparing for retirement. As a Wealth Management Associate at King Financial Network, my focus is on in-depth research for Mutual Funds, Exchange Traded Funds, Individual Stocks, and Asset Allocation Models. I work with the rest of our team to aggregate all of the research and break it down to help build custom investment portfolios tailored to each client's specific needs. If there’s two things I’ve learned in four years of playing Division I baseball for Siena College, it is relentless perseverance and accountability. For me, being “game ready” means being fully prepared every day. I was born and raised in Old Bridge, NJ but now live in Hoboken with my fiance` Shannon who is a dedicated school teacher.

Credentials

Wealth Management Associate

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Accredited Investment Fiduciary®
  • Certified Fund Specialist®
  • Certified Annuity Specialist®
  • FINRA Series 7 & 66 Securities Registration

Call(732) 845-1929 Call (732) 570-2611 Email[email protected] LinkedIn Profile LinkedIn

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