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David William James

JAMES INVESTMENT RESEARCH INC·XENIA, Ohio
Unclaimed Profile
1349 FAIRGROUND ROAD, XENIA, OH 45385CRD# 2253989Firm CRD# 110433
01

About

David William James is a registered financial advisor based in XENIA, Ohio, affiliated with JAMES INVESTMENT RESEARCH INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
JAMES INVESTMENT RESEARCH INC
JAMES INVESTMENT RESEARCH INC
AUM
$1.2B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at JAMES INVESTMENT RESEARCH INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2253989
Firm CRD# 110433
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David William James offer?
David William James specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in XENIA, Ohio for a consultation.
What are David William James's credentials?
David William James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David William James located?
David William James is based in XENIA, Ohio, working with JAMES INVESTMENT RESEARCH INC. Their office serves clients in the XENIA metropolitan area and surrounding communities.
How does David William James charge for services?
David William James's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMES INVESTMENT RESEARCH INC?
JAMES INVESTMENT RESEARCH INC has approximately 14 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in XENIA
Francis Edward James — JAMES INVESTMENT RESEARCH INCFrancis E James — JAMES INVESTMENT RESEARCH INCBarry Ray James — JAMES INVESTMENT RESEARCH INCAnn Marie Shaw-Kremer — JAMES CAPITAL ALLIANCE INCThomas Lee Mangan — JAMES INVESTMENT RESEARCH INC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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