Home Page » Associates » James A. Wilbert
James A. Wilbert, LUTCF, RFC
Case Studies
Testimonials
OneTeam
Phone: 630-964-6700
Fax: 630-353-9758
Email: JWilbert@omalleyassoc.com
Philosophy
People work with me because I am trustworthy and respectful of their feelings and concerns. What this means to you is you will have the confidence in knowing I am always doing what is in your best interest.
The benefit to you is the confidence in knowing you are working with someone you can really trust.
Professional Qualifications
Million Dollar Round Table
Graduate, LUTC
National Quality Award
Leader’s Conference (qualified 8 times)
Memberships
Sheboygan Association of Insurance and Financial Advisors
Million Dollar Round Table
Personal
Providing Financial Services for 13 years
Born in Sheboygan, WI, residing in Sheboygan, WI
Married to Pam
Three children: Addison, Nicholas, Tiffany
Hobbies: Snowmobiling, biking, tennis
Registered Representative of Park Avenue Securities LLC (PAS), 1901 Butterfield Road, Suite 500, Downers Grove, IL 60515, 1-877-4OMALLEY. Securities products and services offered through PAS. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. O'Malley & Associates LLC is not an affiliate or subsidiary of PAS or Guardian. O'Malley & Associates is a division of O'M & Associates, LLC.
PAS is a member of FINRA http://www.finra.org, SIPC.
Securities & Insurance licensed in Wisconsin
Advisory licensed in: Illinois.
Insurance licensed in Arizona, Colorado, Florida, Illinois, Indiana, Mississippi, Missouri, New Jersey, South Carolina, Tennessee, Virginia, Wisconsin, TennesseeTexas & Wyoming.