James Koller
Investment Advisor Representative
James Koller is an Investment Advisor Representative with Iron Hill Wealth Management, and has over 7 years of experience in the financial services industry. Prior to joining Iron Hill, James was an Investment Advisor and Registered Representative with Wynn & Wynn Financial Services and Park Avenue Securities.
James specializes in wealth management & portfolio construction, retirement planning for individuals, Defined Benefit and 401(k) plans for small businesses, and ensuring adequate and cost effective insurance coverage is in place for both individuals and corporations
Originally from La Canada, CA, James currently resides in Pasadena. He's an avid sports fan, enjoys golfing and loves spending time with his family and friends.
James holds the following FINRA securities licenses: Series 7, 66, 63, & 6