Jim DeJulio's Colleagues at Capital Portfolio Management, INC.
Jim DeJulio's Contact Details
HQ
410 667-4575
410 667-4575
Location
Kansas City, Missouri Area
Kansas City, Missouri Area
Company
Capital Portfolio Management, INC.
Capital Portfolio Management, INC.
Jim DeJulio's Company Details
Capital Portfolio Management, INC is a full service Boutique style brokerage firm with a client first philosophy. CPMI specializes in helping clients reach their financial goals. We offer a wide variety of investments to build a portfolio based on your needs. More Specifically we offer such investment choices such as stocks, bonds, annuities, 529 plans, life insurance policies, and 401(k) plans. Call us today to take advantage of what we have to offer. MEMBERS FINRA MSRB SIPC
Frequently Asked Questions about Jim DeJulio
Jim DeJulio currently works for Capital Portfolio Management, INC..
Jim DeJulio's role at Capital Portfolio Management, INC. is Director of Financial Planning.
Jim DeJulio's email address is ***@cpminvestments.com. To view Jim DeJulio's full email address, please signup to ConnectPlex.
Jim DeJulio works in the Financial Services industry.
Jim DeJulio's colleagues at Capital Portfolio Management, INC. are Jared Rand, Barb Stearman, Steven Middleton, Patrick Dyer, Mike Lawrence, Nilesh Paleja, Jennifer Scott and others.
Jim DeJulio's phone number is 410 667-4575