James Schaefer, financial advisor Brimfield OH
93 score

James Schaefer

CRD Number: 4517597
Current Firm: Primerica Advisors

James Schaefer (CRD# 4517597) is an Investment Advisor Representative working at Primerica Advisors in Brimfield, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Boy Scout Pack 3335 Green, OH Sep 2013 - Current 3
Green Lightning Softball Green, OH Dec 2012 - Current 4
Utc Aerospace Uniontown, OH Apr 2003 - Current 13
Pfs Investments Inc. Brimfield, OH Mar 2002 - Current 14
Primerica Financial Services Brimfield, OH Jan 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for James J. Schaefer
Phone Number: 800-544-5445
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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