James Kozik is a Senior Financial Consultant at New Century Investor Services, offering clients a distinctive combination of investment advisory expertise and deep accounting acumen. He holds both a Bachelor's Degree in Accounting and a Master of Accountancy (MAcc) from Rider University, and maintains Series 7 and Series 66 securities licenses along with Life and Health insurance licenses.

James’ career reflects a steady progression through the financial and accounting disciplines. He began at Mathematica Policy Research in Princeton, N.J., where he advanced from Billing Associate through Staff Accountant and Senior Accountant to roles as Internal Auditor and Tax Expert. He subsequently founded and operated Kozik CPA Services LLC, bringing entrepreneurial leadership and hands-on client service to his practice before joining New Century Investor Services.

In addition to his consulting role, James serves as a Partner at New Century Tax & Accounting Services LLC, where his combined expertise in taxation, accounting, and investment planning positions him to deliver comprehensive financial solutions to clients.

Outside of the office, James resides in Bordentown, N.J. with his wife.