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Address:

AXA Advisors
350 Essjay Road, Suite 300
Williamsville, NY 14221

Phone:

(716) 626-2500

James Keddie, CFP®

James Keddie, CFP®

Retirement Planning Specialist

At Retirement Group

James Keddie began his financial planning career with AXA in 2007 while he was finishing his senior year at the University of Buffalo. In 2011, he joined The BlackOak Group.  James holds one of the most coveted industry designations; the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification.  As a believer in continual professional development, he also earned a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. 

During his tenure with AXA, James has been a multi-year Million Dollar Round Table (MDRT) qualifier. The MDTR was founded in 1927 and is The Premier Association of Financial Professionals®.  MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

James is an active firefighter and EMS and currently serves on the board as President and CEO of the East Amherst Fire Department.

Industry Recognitions
Centurion
National Leaders Corps

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (716) 626-2549
Fax (716) 631-4764
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck