OUR TEAM
James Costabile
21 Years of Experience
Interests
I enjoy traveling extensively and attempt to visit warm destinations as often as possible. I have a particular taste for island settings as well as European destinations.
I enjoy spending time with family and friends throughout each and every year particularly during the holiday season.
I often find myself attempting to maintain my health and fitness by walking outdoors and in the fitness center.
Community Participation
I serve as Treasurer and Board Member of the Eric Levinson Memorial Foundation, a Freehold Borough non-profit organization offering scholarships to local children.
Areas of Focus
- Retirement Planning Strategies
- Saving for Education
- Estate Planning Strategies
- Family Finances
- Employee Stock Options
Awards & Recognition
- Forbes Top Next-Generation Wealth Advisors, 2018
- Forbes Best-in-State Wealth Advisor, 2022, 2023
- Barron’s Top 1,200 Financial Advisors, 2017
- Five Star Wealth Manager Under 40, 2021
- Five Star Wealth Manager, 2014-2024
- Ameriprise Circle of Success, 2014
Qualifications
- CRPC® Chartered Retirement Planning Counselor℠
- CLTC® Certified Long Term Care®
- Accredited Investment Fiduciary®
Education
- Drew University- Bachelor of Arts- Economics 2002
James Costabile is licensed and registered to conduct business in NJ.
Based on licenses and registrations I hold, I may also conduct business in CA, CO, CT, DE, DC, FL, IA, MD, MA, MN, NJ, NY, NC, PA, SC, WY.
CA Insurance #0I25652
CRPC conferred by the College for Financial Planning.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
Wealth managers do not pay a fee to be considered or placed on the final list of year 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 & 2024 Five Star Wealth Managers.
Barron’s Top 1,200 Financial Advisors by State list for 2017 is an honor awarded to a select group of advisors for quality of service and success in business and ethics. The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.
