Our Qualifications

James S. Raphaely

James (Jim) S. Raphaely, President and CEO of the Firm. Started in 1999 as Raphaely Independent Advisors, LLC, Jim graduated from Temple University with a Bachelor of Arts Degree. Beginning his career with Prudential Preferred Financial Services in 1995, Jim expanded his financial planning skills as an associate at Innovative Financial Strategies before joining the consulting firm of First Alliance Advisors, Inc in 1998. In 1999, Jim decided to start his own investment consulting firm called Raphaely Independent Advisors, LLC (which now d/b/a RF Consulting Group, LLC.) Jim is licensed to sell securities as well as life and health insurance in NJ, and PA. He holds a FINRA Series 65 with and is appointed as a Registered Investment Advisor Representative with RF Consulting Group,LLC. Raphaely Independent Advisors, LLC is no affilation.