James Investment Research Inc.

James Investment Research Inc. (CRD# 110433) is a financial advisory firm headquartered in Xenia, OH. They manage $1,060,007,560 in 756 accounts and serve the financial needs of clients across 19 states (or territories).

Current Firm Details
1349 Fairground Road, Xenia, OH 45385
https://www.facebook.com/jamesinvt
By the Numbers
  • Total Assets Under Management
    1,060
    MILLION
  • Total Number of Accounts
    756
    ACCOUNTS
  • Average Account Value
    $1,402,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, IN, KY, LA, MD, MI, MO, NC, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at James Investment Research Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Richard Culpepper, financial advisor Xenia OH
Richard B. Culpepper
CRD#: 2942828
1349 Fairground Road, Xenia, OH 45385

Richard Culpepper (CRD# 2942828) is an Investment Advisor Representative working at James Investment Research Inc. in Xenia, OH and has over 26 years of experience in the finance industry.

2
Trent Dysert, financial advisor Xenia OH
Trent D. Dysert
CRD#: 5078319
1349 Fairground Road, Xenia, OH 45385

Trent Dysert (CRD# 5078319) is an Investment Advisor Representative working at James Investment Research Inc. in Xenia, OH and has over 16 years of experience in the finance industry.

3
Annette Quinter, financial advisor Xenia OH
Annette M. Quinter
CRD#: 4605465
1349 Fairground Road, Xenia, OH 45385

Annette Quinter (CRD# 4605465) is an Investment Advisor Representative working at James Investment Research Inc. in Xenia, OH and has over 19 years of experience in the finance industry.

4
Diane Rose, financial advisor Xenia OH
Diane M. Rose
CRD#: 2253979
1349 Fairground Road, Xenia, OH 45385

Diane Rose (CRD# 2253979) is an Investment Advisor Representative working at James Investment Research Inc. in Xenia, OH and has over 31 years of experience in the finance industry.

5
Brian Shepardson, financial advisor Xenia OH
Brian P. Shepardson
CRD#: 4087813
1349 Fairground Road, Xenia, OH 45385

Brian Shepardson (CRD# 4087813) is an Investment Advisor Representative working at James Investment Research Inc. in Xenia, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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