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Client Service Associate

James Weldon

Client Service Associate

Jim joined Fratarcangeli Wealth Management in 2021 as a Client Service Associate and brings 15 years of experience in the financial services industry, eight years in mutual funds and seven years in real estate.  His past experience gave him working knowledge of operations with trading, account maintenance, transfer agencies, back offices of broker dealers and clearing firms.  He has worked with a large client base in a fast pace environment utilizing his analytical skills while maintaining a strong attention to detail.  He has built strong relationships with internal and external clients and believes in providing an exceptional client experience.  Jim is a graduate of Indiana University with a Bachelor of Business.  He has passed several FINRA series registrations including the 6, 63, and 99.

Jim resides in Indiana after many years in Chicago.  He enjoys traveling and spending time with family and friends, especially on game nights. He is in our Mishawaka Indiana office.