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James Rinkewich

17 Years of Experience
Brick, NJ
BrokerSells Insurance

James Rinkewich is a registered investment advisor, based in Brick, NJ, with 17 years of industry experience.

Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James is a CPA and partner at Rinkewich & Co CPAs, dedicating about two-thirds of his time to accounting and tax work. He also sells general insurance products through Avantax Insurance, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2008 - September 2025 · 17 yrs 1 mo
Avantax Investment Services, INC.Broker
June 2008 - September 2025 · 17 yrs 3 mos
State Registrations2 states
FLNJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Rinkewich - Financial Advisor | TrueAdvisor