James Zahakos has been an investment adviser representative at Fortis Group Advisors since April 2020, and is not listed among the firm’s executive officers or direct owners.
Fortis Group Advisors LLC is a Westwood, NJ firm with $822M under management, 2,604 clients and 24 advisers across 8 offices, as of its March 2026 filing.
James Zahakos’ longest registration is the current one, 6 years at Fortis Group Advisors since 2020. Before joining Fortis Group Advisors in 2020, James Zahakos was registered through Voya Financial Advisors, Inc. and Edward Jones.
- Fortis Group Advisors LLCCurrent– present · 6 yearsHolmdel, NJ · Adviser representative · Firm CRD 290427
- Voya Financial Advisors, Inc.– · 3 yearsIselin, NJ · Adviser representative · Firm CRD 2882
- Edward Jones– · 3 yearsStaten Island, NY · Adviser representative · Firm CRD 250
Investment adviser representative registrations
James Zahakos is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from April 2020; the most recent is Texas, in October 2024.
- New JerseySince 14 April 2020
- TexasResidentSince 14 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 September 2013 |
| Series 7 | General Securities Representative Examination | 5 August 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James D Zahakos
- CRD
- 6214169
- Firm
- Fortis Group Advisors · CRD 290427
- Office
- 101 CRAWFORDS CORNER ROAD, SUITE 4125, Holmdel, NJ 07733
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does James Zahakos work?
James Zahakos is an investment adviser representative registered through Fortis Group Advisors LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is James Zahakos a financial advisor?
Yes. James Zahakos has a current investment-adviser registration in New Jersey and Texas, through Fortis Group Advisors since April 2020.
How many years of experience does James Zahakos have?
James Zahakos has 13 years in the financial industry, since August 2013, across 3 adviser firms.
What exams has James Zahakos passed?
James Zahakos has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2013. FINRA credited James Zahakos with the SIE, which began in October 2018.
Where did James Zahakos work before Fortis Group Advisors?
Before Fortis Group Advisors, James Zahakos was registered through Voya Financial Advisors, Inc., January 2017 to April 2020; Edward Jones, November 2013 to January 2017.
Where is James Zahakos based?
James Zahakos’ registered office is in Holmdel, NJ.
Is James Zahakos registered with FINRA?
Yes. James Zahakos has a current broker registration, under CRD 6214169.
Source: FINRA BrokerCheck
How can I verify James Zahakos’ record?
Search CRD 6214169 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Zahakos’ full registration record.
