James Blue (CRD# 6205303) is an Investment Advisor Representative working at Blue Advisors in Upper Arlington, OH and has over 10 years of experience in the finance industry. James Blue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Advisory LLC | Columbus, OH | Aug 2021 - Current | 2 |
| Wealthcare Advisory Partners | Columbus, OH | Mar 2021 - Jan 2022 | < 1 |
| Rootstock Investment Management, LLC | Pittsburgh, PA | Sep 2014 - Aug 2021 | 6 |
| Merrill Lynch | Pittsburgh, PA | May 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- OH
- PA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$344,480
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OH, PA
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