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James C

CFA®, Series 63, Series 65

Wayne, NJ

Kestra Advisory

James Cronin is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016 and serves as Chief Investment Officer at Integrity Wealth Management, overseeing investment policy and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, benchmarking, and investment management supported by due diligence across multiple management platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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