Mr. Fisk has 37+ years experience in the financial industry, working with a diverse clientele. The first part of his career, from 1985 – 1999, was primarily focused on institutional investors.  His clients included Banks, Credit Unions, Savings & Loans, Insurance Companies, Cities, Counties, and Corporations. Then in 1999, he partnered with Vince Butkevits and James Ferry to create and build their own NASD firm, JVB Financial. Over the next decade, he dealt with 500+ broker-dealers across the country.  In 2006, he left JVB to construct a Fixed Income Department within a local broker-dealer.   At this time, he became actively producing $2Bln+ of various structured product bonds and C.D.’s with many of the major dealers in the world.  These dealers included, J.P. Morgan, HSBC, Wells Fargo, Banc of America, BNP Paribas, Nomura, and many more. By 2014, his focus turned to the retail investors that he helped throughout his career.  Early in 2023, the opportunity arose to join Atlas Financial Advisors.

Mr. Fisk has a Bachelor of Science degree from Florida State University with a major in Statistics and Mathematics. He has the following licenses – State Security Exams,  Series 63 and 66; General FINRA Exams,  SIE, Series 7, 52TO, and 99TO; Principal Supervisory Exams, Series 24, 27 and 53. James Fisk is able to provide his experience, expertise, vast network, and knowledge of the financial markets as an Investment Advisor Representative for you and your investment portfolios.

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