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Financial ADVSR advisor directory · SEC adviser records

James Investment Research Inc. financial advisors in Xenia, OH

Every SEC-registered investment adviser representative at a James Investment Research Inc. office in Xenia, A to Z.

The short answer

6 registered advisors work at James Investment Research Inc. in Xenia, out of 6 at the firm nationwide; it ranks number 1 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

James Investment Research Inc. advisors in Xenia, A to Z

Every James Investment Research Inc. advisor →

James Investment Research Inc. advisors in every city and state →James Investment Research Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Xenia

All Xenia advisors →

Edward Jones 5Cambridge Investment Research Advisors, Inc. 3

Questions

How many financial advisors does James Investment Research Inc. have in Xenia?

6 investment adviser representatives are registered at James Investment Research Inc. offices in Xenia, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is James Investment Research Inc. one of the largest advisor employers in Xenia?

James Investment Research Inc. ranks number 1 in Xenia by registered advisors, ahead of Edward Jones (5).

How do I check a James Investment Research Inc. advisor in Xenia?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the James Investment Research Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.