James Reitz (CRD# 1094403) is an Investment Advisor Representative working at Primerica Advisors in Mentor, OH and has over 36 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ohio Tax Lady | Newton Falls, OH | Nov 2016 - Current | 7 |
| Pfs Investments Inc. | Mentor, OH | Oct 2015 - Current | 8 |
| Primerica Financial Services | Mentor, OH | Jun 2015 - Current | 8 |
| Jaro Transportation | Newton Falls, OH | Oct 2017 - May 2023 | 5 |
| Mk Hardwoods | Middlefield, OH | Nov 2015 - Jun 2017 | 1 |
| Unemployed | Newton Falls, OH | Jan 2015 - Jun 2015 | < 1 |
| Wgs,inc | Boardman, OH | Mar 2004 - Dec 2014 | 10 |
| Wfg | Boardman, OH | Feb 2003 - Dec 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2001 |
- OH
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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