James J. Broderick, CFP®, APMA®
Director of Investment Research & Trading
James J. Broderick, CFP®, APMA® joined Magnus Financial Group in May 2022. James is the Director of Investment Research & Trading and plays the lead role in monitoring investment positions, identifying new investment opportunities and performing due diligence on all fund managers.
Prior to joining Magnus, James was a Senior Investment Analyst at Pioneer Financial (Pioneer) at Northwestern Mutual’s Park Avenue Office since 2015. While at Pioneer, James provided investment research to financial advisors, participated in the investment committee, and consulted on portfolio construction for high-net-worth individuals. He has held additional roles in financial services at Bleakley Advisory Group, AMR Capital Trading, Ernst & Young, HedgeFundLive.com and A.G Edwards.
James received his Bachelor of Science with a double major in Finance and Economics from Caldwell University. He previously maintained Series 7 and 63 registrations and currently holds the CERTIFIED FINANCIAL PLANNER™ professional certification, Accredited Portfolio Management Advisors (APMA) designation, Enrolled Agent (EA) Certification and is currently studying for Level 3 of the Chartered Financial Analyst® (CFA®) certification.
James resides in Cedar Knolls, NJ with his fiancé and is an avid sports fan.