James N Papadakos
Investment adviser representative at Esi Financial Advisors
14 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
Are you James N Papadakos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Equity Services, Inc.Feb 2025 to now
- National Life GroupFeb 2025 to now
- Spartan Financial StrategiesAug 2021 to now
- MML Investors Services LLCMay 2024 to Feb 2025
- Massmutual Life Insurance CoApr 2024 to Feb 2025
- Northwestern Mutual Wealth Management CompanyOct 2023 to Mar 2024
- Northwestern Mutual Investment Services LLCApr 2023 to Mar 2024
- Northwestern Mutual Life Insurance CompanyApr 2023 to Mar 2024
- Milford Regional Medical CenterMay 2019 to Aug 2021
- Signature HealthcareJun 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 7733382
- Firm CRD
- 265