Cairn Investor Services

testimonial and endorsement Disclosure

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. They may be solicited or unsolicited, however at no point was any compensation provided. Investing with Carin Investor Services still involves investment risk which means possible loss of principal and fluctuation of value. Past performance is never a guarantee of future results.
Endorsements are based on unique experiences from strategic partners. We define a strategic partner as person or entity that provides and expertise or service were the relationship enhances both parties. They are solicited and are never directly compensated for their review. However, it is possible and likely that a conflict-of-interest exists between both parties as they are paid for their advice or services, or receive a commission from a third party through the giving of that advise or use of that service. Investing with Carin Investor Services still involves investment risk which means possible loss of principal and fluctuation of value. Past performance is never a guarantee of future results.

James W. Vassas Jr. was born July 3rd 1979. He has a Bachelor of Arts degree from Fairleigh Dickinson University. He began his career with First Investors Corporation in 2002 as a registered representative. From 2007 to 2015 he was an owner and founder of Marathon Financial Services, LLC, a New Jersey based financial services firm which specialized in the preparation and implementation of financial plans for individuals and small corporations. In 2007 Marathon Financial Services, LLC partnered up with BCG Securities, a Broker Dealer, out of Delran, New Jersey where James was both owner of Marathon Financial Services, LLC and a registered representative of the firm. In 2013 Marathon Financial Services, LLC, partnered up with a bigger Broker Dealer, Parkland Securities and SPC out of Ann Arbor, Michigan. James continued to assume the role of owner and registered representative until 2016.

In 2016, he started and become an advisor of Vassas Jr., James W (DBA Cairn Investor Services). Currently James Vassas is a Certified Financial Planner ™ and member in good standing with the CFP board. The Certified Financial Planner™ designation is for financial advisors who focus on helping individual clients achieve their personal financial goals. This designation is administered and approved by the CFP® Board. It requires a bachelor’s degree, completion of coursework through a CFP® Board Registered Program, 4-6k hours (about 3 years) of professional experience, passing the CFP® exam, an agreement to adhere to high ethical and professional standards and to act as a fiduciary when providing advice. They also require 30 hours of continuing education between renewal periods. You can use this link to verify: https://www.cfp.net/verify-a-cfp-professional

It is very important to Jim to support his community while maintaining a strong professional foundation. Some of his community activities include:

Past Board of Trustees, West Grove United Methodist Church
Past Youth Director, Middletown United Methodist Church
Eagle Scout and active supporter of Boy Scouts of America

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