James Kos, CPFA®, CRPS®

James has worked in the financial services industry for more than 17 years, joining HUB International in 2011.

James is passionate about helping clients achieve a level of comfort and understanding around their financial situation. He strives to provide outstanding service and be a strong advocate for every client of the company.

As the Director of Financial Services, James provides asset management, financial planning, estate planning, and retirement plan investment advisory services. He is responsible for oversight of day-to-day operations and serves as the head of the investment committee for the group.

James attended the University of Massachusetts, graduating with a degree in resource economics. He holds the FINRA Series 4, 6, 7, 24, 53, 63, and 65 securities registrations. Previously James worked at Investors Capital in Lynnfield, Massachusetts, where he was in various roles including operations, trading, and compliance.

James lives in Freeport, Maine with his wife, Molly. In his free time, he enjoys sailing, playing golf, cooking, and reading.