James Kozik, CPA, is a Senior Financial Consultant at New Century Investor Services. He earned both his Bachelor's Degree in Accounting and a Master of Accountancy (MAcc) from Rider University. James is a Registered Investment Advisor Representative (IAR) with Kestra Advisory Services, LLC, and a Registered Representative with Kestra Investment Services, LLC. He holds the Series 7 and Series 66 securities licenses, as well as Life and Health insurance licenses. Additionally, he is a Certified Public Accountant. James began his career at Mathematica Policy Research in Princeton, N.J., as a Billing Associate, eventually advancing to positions as a Staff Accountant, Senior Accountant, Internal Auditor, and Tax Expert. Before joining New Century Investor Services, he owned Kozik CPA Services, LLC. James is now a Partner and Tax Accountant with New Century Tax & Accounting Services LLC.
Outside of work, James resides in Columbus, N.J., with his wife, Virginia, their two dogs, Penny and Lilly, and two rabbits, Coco and Puff. He sings and plays bass in a local band, enjoys traveling the country, spending time with family and friends, and watches the Broncos every Sunday.