James Claroni
Financial Consultant, CFP®
James Claroni
Financial Consultant, CFP®
At Salem Five Investment Services
Jim joined the Salem Five team in June 2018, bringing with him over 20 years of experience as a practicing financial consultant. He specializes in financial planning for individuals, families and small businesses.
Before Joining Salem Five Investment Services
Prior to Salem Five, Jim worked for 17 years at Ameriprise Financial as a Personal Financial Advisor, and then at The Kraematon Group as a Retirement Plan Consultant.
Education
Jim graduated from Fordham University in New York with a Bachelors in Math & Economics.
Credentials
LPL Registered Representative
CERTIFIED FINANCIAL PLANNERTM
Licensed Insurance Producer
Registered Tax Preparer
Personal
Originally from New York, Jim relocated to the Boston area after college and resides in Reading with his three daughters.
Check the background of investment professionals associated with this site on
FINRA's BrokerCheck »
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.