James Paul Karamourtopoulos
Investment adviser representative at New England Private Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- New England Private Wealth Advisors, LLCJan 2024 to now
- Forefront Wealth Partners, LLCNov 2022 to Dec 2023
- Origin FinancialJan 2022 to Jun 2022
- Fp AlphaMay 2021 to Sep 2021
- Centinel Financial GroupJan 2021 to Mar 2021
- Hereford FinancialNov 2020 to Dec 2022
- Everyday LifeOct 2019 to Nov 2020
- Gw&k Investment ManagementMay 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
New England Private Wealth Advisors, LLC
$5.1BAssets managed
434Clients
12Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6899394
- Firm CRD
- 133790