James Jazo
Investment Executive Associate with Osaic Institutions Inc.
About James
James Jazo is an Investment Executive Associate with more than six years of experience helping individuals and families navigate their financial goals. Based in Falmouth, James works with clients on retirement planning, investment strategies and overall financial planning, taking the time to understand each client’s circumstances, goals and risk considerations when developing personalized financial strategies. He holds Series 6, 7, 63 and 65 securities licenses, as well as life and health insurance licenses in multiple states. James earned a bachelor’s degree from Governors State University and a Wealth Management Certified Professional® designation from The American College of Financial Services. He is a recipient of New York Life Annuity Elite honors for 2023 through 2025.
IMPORTANT: Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape & Coast Financial is a trade name of Cape & Coast Bank. Osaic Institutions and the Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
IMPORTANT: Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape & Coast Financial is a trade name of Cape & Coast Bank. Osaic Institutions and the Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.