James C. Denton, CFP®, EA
Jim Denton is the founder and managing partner of DFS Advisors, LLC. Jim entered the financial services profession in 1989 as an account executive for a major life insurance carrier, and its subsidiary securities firm. He has been in private practice in Washington, New Jersey, since 1992 and founded DFS Advisors in 1998. He has held his Series 24 (General Securities Principal) with Kestra Investment Services, LLC since October, 2003. Jim is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Our Mooresville, NC office was established in June of 2015
Prior to his financial planning career, Jim was a career military officer, having served 23 years with the United States Army in various command and staff positions. He is a graduate of the U.S. Army Command and General Staff College.
Jim earned an MA degree in Human Resources Management from Pepperdine University. He also holds a BS degree in Business Management from the University of Tampa, with emphasis in economics and accounting.
Jim's professional education includes the CERTIFIED FINANCIAL PLANNER™ Professional Education Program of the College for Financial Planning, and the Chartered Life Underwriter and Chartered Financial Consultant programs offered by the American College. He holds the professional designations awarded upon completion of each of these programs. He is a participant in and is in good standing with the continuing education programs of the Certified Financial Planners' Board of Standards and the American Society of CLU & ChFC.
In conjunction with his tax practice, Jim is an Enrolled Agent, and is admitted to practice before the Internal Revenue Service.
In addition to his financial planning practice, Jim has lectured in Personal Financial Planning seminars offered by the Rutgers University Continuing Education Department and other regional colleges. He is also active in church and community activities.
Jim was featured in the January 2013, 2014, 2015 and 2016 issues of New Jersey Monthly Magazine as a Five Star Professional Wealth Manager.* Complete information on the qualification criteria for this award, as well as Jim's personal profile can be found at http://www.fivestarprofessional.com/profiles/287476
Jim and his wife, Sharon make their home in Mooresville, North Carolina.
* To receive the 2016 Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 4,143 wealth managers in the New Jersey area were considered for the award. 626 (16 percent of candidates) were named 2016 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.