James J. Varaklis, Managing Director

James J. Varaklis, Managing Director

Chief Compliance Officer

James is an independent, fee-based Investment Advisor and Wealth Manager.  With over 25 years of experience in the financial services industry, he provides investors with objective advice, flexible investment strategies, and complete transparency, utilizing an open architecture approach to investing.

By incorporating a combination of Fundamental and Technical Analysis, James applies his experience to craft a plan designed to help grow and preserve the investment portfolio of each client.  Clients are affluent individuals, retirees, corporations and their owners, private foundations, and other high net worth individuals with a minimum of $500,000 of investable assets.

James is a Managing Director and Co-Founder of IBEX Wealth Advisors, a best-of-class group of advisors, with a shared vision of independence, objectivity and excellence.  He holds a Bachelor of Science degree from Fairleigh Dickinson University in Madison, New Jersey, where he also completed the CERTIFIED FINANCIAL PLANNER ™ Practitioner (CFP®) Program.  James holds the Financial Industry Regulatory Authority (FINRA) Series 7, 31 and 24 registrations with LPL Financial and the Series 66 with both LPL Financial and IBEX Wealth Advisors.

In his personal life, James is a dedicated father and triathlete (Ironman Finisher), and has an insatiable passion for food, music, and life.  James has also volunteered in his community by serving on two different first aid and rescue squads concurrently.

Phone 908-849-4800