Profile
Mr. James A.
Kaffenbarger, Jr., is a Principal & Co-Founder at BCK Partners, Inc. He specializes in the areas of retirement, estates, executive benefits and education planning.
He also handles tax planning and preparation for clients.
Mr. Kaffenbarger was previously employed as a Financial Advisor by John G.
Ullman & Associates, Inc.
He has a B.A.
in Economics and History from Miami University, Oxford, OH and J.D.
from Case Western Reserve University School of Law, Cleveland, OH.
He is a member of the NYS Bar Association, Financial Planning Association, and he is a CFP certificant.
Jamie Kaffenbarger active positions
| Companies | Position | Start |
|---|---|---|
BCK Partners, Inc.
 BCK Partners, Inc. Investment ManagersFinance BCK Partners, Inc. is an independent, SEC-registered investment advisor headquartered in Corning, New York. The firm was founded by Sarah Creath, James Kaffenbarger and Michael Bono in 2005. BCK Partners provides individuals and other types of clients with a wide array of investment advisory services. | Founder | 2004-12-31 |
Former positions of Jamie Kaffenbarger
| Companies | Position | End |
|---|---|---|
John G. Ullman & Associates, Inc.
 John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Corporate Officer/Principal | 2015-04-30 |
Training of Jamie Kaffenbarger
| Miami University | Undergraduate Degree |
| Case Western Reserve University School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Finance |
BCK Partners, Inc.
BCK Partners, Inc. Investment ManagersFinance BCK Partners, Inc. is an independent, SEC-registered investment advisor headquartered in Corning, New York. The firm was founded by Sarah Creath, James Kaffenbarger and Michael Bono in 2005. BCK Partners provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
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