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Francis Edward James

JAMES INVESTMENT RESEARCH INC·XENIA, Ohio
Clean recordJAMES INVESTMENT RESEARCH INC
1349 FAIRGROUND ROAD, XENIA, OH 45385CRD# 2253993Firm CRD# 110433

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francis Edward James · XENIA, OH
Registration
CRD #2253993 · JAMES INVESTMENT RESEARCH INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Francis Edward 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
Introduction

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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# 2253993
Firm CRD# 110433
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Francis Edward James offer?
Francis Edward James specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in XENIA, Ohio for a consultation.
What are Francis Edward James's credentials?
Francis Edward James is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Edward James located?
Francis Edward 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 Francis Edward James charge for services?
Francis Edward 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 at JAMES INVESTMENT RESEARCH INC

Francis E James
XENIA, OH
Iris Rae James
XENIA, OH
Richard Brian Culpepper
XENIA, OH
Barry Ray James
XENIA, OH
Barry Ray James
XENIA, OH
David William James
XENIA, OH

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