Advisor at The Baran James Company, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Baran James Company, Inc.
Location
Pittsburgh, PA 15220
Credentials
CFP®, Series 63
Industry experience
23 years
James Zalenka is a CFP® with 23 years of industry experience and has been the sole advisor at The Baran James Company, Inc. in Pittsburgh, PA since 1995. He is also licensed to sell life, disability, and other insurance products. The Baran James Company, Inc. offers personalized investment advisory services to individuals, trusts, pension and profit-sharing plans, and other entities, focusing on tailored portfolios using mutual funds, ETFs, and selected individual securities within a long-term buy-and-hold strategy. The firm also provides pension consulting and 401(k) plan sponsor services, including plan design reviews and participant education.
Based on The Baran James Company, Inc.
Based on The Baran James Company, Inc.
1.5% per annum to 0.75% per annum (varies by type, complexity, and size of account)
$250 per hour, negotiated in advance
Account minimum: $250,000
Manor Oak Two, Suite 365, 1910 Cochran Road
Pittsburgh, PA 15220
Ohio · Pennsylvania · Texas
The Baran James Company, Inc.
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Pittsburgh, PA
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Series 66
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ClearPeak Capital Management
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
Series 66
Pittsburgh, PA
Solid Oak Advisory
ChFC®, Series 63
Canonsburg, PA
Giffin Planning Services, Inc.
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