Jim Kaplan
Chief Executive Officer at KB Financial Partners LLC
Profile
Mr. James D.
Kaplan is a Chief Executive Officer at KB Financial Partners LLC.
As the CEO, he works with the KB Financial team to develop the overall strategy of the firm and leads the effort to continually refine and improve the client offerings of KB Financial.
He has an extensive track record of over 30 years advising high net worth clients in the areas of sophisticated estate, wealth transfer and investment planning strategies.
He is also a co-founder of the firm.
He received his undergraduate degree from Lehigh University.
Jim Kaplan active positions
| Companies | Position | Start |
|---|---|---|
KB Financial Partners LLC
 KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Executive Officer | 2009-03-31 |
KB Financial Cos LLC
 KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a private company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | Chief Executive Officer | 2015-12-31 |
Training of Jim Kaplan
| Lehigh University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
KB Financial Partners LLC
KB Financial Partners LLC Investment ManagersFinance KB Financial Partners LLC is a registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by James Kaplan in 2009 and they are wholly-owned by KB Financial Companies LLC. KB Financial Partners offers investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a private company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | Finance |
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