James Hess, financial advisor Ashland OH
89 score

James Hess

CRD Number: 4550720
Current Firm: Whitcomb & Hess, Inc.

James Hess (CRD# 4550720) is an Investment Advisor Representative working at Whitcomb & Hess, Inc. in Ashland, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Whitcomb & Hess, Inc. Ashland, OH Sep 1983 - Current 33
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for James H. Hess
Phone Number: 419-289-7007
Firm Website: http://www.whitcomb.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    1,551
    ACCOUNTS
  • Average Account Value
    $71,735
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, NC, OH, PA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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