James Biggs, financial advisor Cincinnati OH

James Biggs

CRD Number: 6102027
Current Firm: Brass Tax Wealth Management

James Biggs (CRD# 6102027) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Zionsville, IN Feb 2018 - Current 6
Brass Tax Wealth Management, Inc. Zionsville, IN Nov 2016 - Current 7
Storen Financial Group Brownsburg, IN Jan 2012 - Current 12
Invest Financial Corporation Tampa, FL Sep 2012 - Feb 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
S63 Uniform Securities State Law Examination Dec 2012
Contact Info for James B. Biggs
Phone Number: 513-605-3394
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    626
    MILLIONS
  • Total Number of Accounts
    2,311
    ACCOUNTS
  • Average Account Value
    $270,922
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IN, OH, TX

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