UPSTREAM Investment Partners, LLC
James Sadek has a diverse work experience in the financial industry. James started their career in 2004 as a Recruiter and Registered Rep at H&R Block Financial Advisors, where they worked until 2010. From 2010 to 2011, they served as a Registered Representative at SWBC Wealth Management. In 2011, they joined Bank of America Merrill Lynch as a Registered Representative, where they stayed until 2014. Currently, they hold the position of Director of Business Development at UPSTREAM Investment Partners, LLC, where they have been since 2014. In this role, they are responsible for identifying and recruiting financial advisors and determining if their practice is a good fit for the company's model.
James Sadek completed their Bachelor of Business Administration (B.B.A.) degree in Finance from the University of St. Thomas (TX) from 2001 to 2003.
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UPSTREAM Investment Partners, LLC
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. Upstream Investment Partners uses Sigma Financial Corporation, a member of FINRA and SIPC and a nine time winner of Broker/Dealer of the year, from Investment Advisor Fax Poll, as their Broker / Dealer. Sigma Financial will provide many services for Upstream IP, including back office support, due diligence and compliance oversight.