James M. Rohmann

Founding Partner, Private Wealth Advisor

Back To Team
James M. Rohmann
forbes best in state wealth advisors 2022 shook research

Prior to co-founding SkyPath Private Wealth, James was a Senior Vice President and Senior Financial Advisor at Merrill Lynch, Bank of America. He has spent over three decades in the investment management business. Before joining Merrill Lynch in 2013, James was a Senior Vice President at Morgan Stanley and JBHanauer. He was instrumental in launching a division in Princeton, New Jersey, where he served as Branch Manager and later served as Director of Sales in the corporate headquarters.

James has received many accolades most recently being named to the Forbes “Best- in-State Wealth Advisors” list in New Jersey in 2022. He has also received Excellence in Growth awards and the Top Advisors Summit awards while at Merrill Lynch. James has a proven record of guiding his clients through unstable markets and focuses on quality long term planning and lifestyle services. While James possesses great knowledge of investment products across a broad spectrum of asset classes, his area of expertise is primarily in Fixed Income generation. James takes a holistic approach to analyzing each Clients’ net worth and is committed to helping all clients select the right investment products to achieve their financial goals.

A native of New York, James has resided in New Jersey for the past 30 years with his wife Beth and their three children Michael, Alyssa and Alex. He has a Bachelor of Science degree in Business Administration and a minor in Economics from SUNY Buffalo He holds FINRA Series 7, 63 and 65 registrations. Away from the office, Jim is active in his community, serving as a volunteer coach and is a participant in the Habitat for Humanity program. He also loves to play golf, ski and go running.

Log into SkyPath Private Wealth
Client Portal

Log Into BNY Mellon Pershing

Log Into Charles Schwab

Log Into Fidelity