Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
James Ross, financial advisor Columbus OH
93 score

James Ross

CRD Number: 4448926
Current Firm: Lancaster Pollard Investment Advisory Group

James Ross (CRD# 4448926) is an Investment Advisor Representative working at Lancaster Pollard Investment Advisory Group in Columbus, OH and has over 7 years of experience in the finance industry.

Similar Advisors
W. Phil Ratcliff, financial advisor Columbus OH
W. Phil Ratcliff
CRD# 4716667
Rebel Financial, LLC
Similar Advisors
Robert Cochran, financial advisor Columbus OH
Robert A. Cochran
CRD# 1317149
Pds Planning Inc.
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Columbus OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Steele Investment Counsel, Ltd.
Company Name Location Dates Years
Lancaster Pollard & Company LLC Columbus, OH Jul 2013 - Current 3
Morgan Stanley Smith Barney Columbus, OH May 2012 - Jul 2013 1
Bank Of America, Na Columbus, OH May 2010 - May 2012 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus, OH Nov 2009 - May 2012 2
Morgan Stanley Smith Barney Columbus, OH Jun 2009 - Nov 2009 < 1
Morgan Stanley & Co Inc. Columbus, OH Sep 2008 - Jun 2009 < 1
Oxford Lending Group Worthington, OH Mar 2008 - Sep 2008 < 1
Us Capital Group Columbus, OH Feb 2006 - Sep 2008 2
Global Mortgage Columbus, OH Feb 2006 - Mar 2008 2
Residential Finance Corp Columbus, OH Oct 2003 - Feb 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for James L. Ross
Phone Number: 614-224-8800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.