James E. Dzikowski
Senior Vice President / Investments
Fax: (973) 549-4181
E-mail: james.dzikowski@stifel.com
Website:
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James Dzikowski is a financial advisor who has been providing guidance to high-net-worth individuals, institutional clients, senior management, and directors of public companies for 27 years. Jim joined Ryan Beck in 1993, and after a series of promotions, became a Senior Vice President with Ryan Beck in 2005. He joined Stifel as a Senior Vice President/Investments through Stifel's acquisition of Ryan Beck in 2007. Jim served on various management committees at Ryan Beck, and from 1997 through 2001, he supervised and trained newly hired financial advisors.
In addition to providing investment guidance, Jim has extensive experience in the fixed-income markets, including tax-advantaged municipal bonds, private wealth management, and retirement income strategies.
Jim received a Bachelor of Arts degree in Economics from Rutgers University and has completed the Financial Planning Program at Fairleigh Dickinson University. In addition to his Series 7 (General Securities Representative) license, he holds the Series 63 (Uniform Securities State Agent), the Series 65 (Investment Advisor Representative), and the Series 24 (General Securities Principal), and is life and health insurance licensed in the states of New Jersey, New York, Pennsylvania, Florida, Massachusetts, and California.
For pleasure, Jim enjoys playing softball and golf, and volunteers as a youth sports coach. He resides in Convent Station, New Jersey with his wife, Stacey, raising their four sons, Andrew, Kevin, Jack, and James.
* Income from particular municipal bond issues may or may not be subject to state and alternative minimum taxes. Bonds sold prior to maturity may incur capital gains tax.