James Investment Revenue
Financial Services • 
Beavercreek, Ohio, United States • 21-50 Employees
James Investment revenue & valuation
| Annual revenue | $2,395,540 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,700,000 |
| Total funding | No funding |
Key Contacts at James Investment
Travis Kinnison
Creative Director
Lawrence Longiii
Member Board Of Directors
Beth Handwerker
Director Of Financial Planning
Annette Quinter
Branding & Advertising Director
Brian Culpepper
Ceo
Company overview
| Headquarters | 1349 Fairground Rd, Xenia, Ohio 45385, US |
| Phone number | +120242023 |
| Website | |
| NAICS | 52 |
| SIC | 679 |
| Keywords | Risk Management, Trusts, Financial Advice, IRA, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Mutual Funds, Retirement, Investment Management, 401K, Strategic Tax Planning, Goal-Based Planning, Comprehensive Wealth Management, Insurance Needs Planning |
| Founded | 1972 |
| Employees | 21-50 |
| Socials |
James Investment Email Formats
James Investment uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@jamesinvestment.com), used 73.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@jamesinvestment.com | 73.3% |
{first name}{last name} | johndoe@jamesinvestment.com | 26.7% |
About James Investment
Since 1972, James Investment has cultivated a reputation for excellence in wealth management. Our team prioritizes understanding your unique goals and values, fostering long-lasting relationships built on trust and personalized guidance. Our 50+ years of investment research help you navigate volatile markets and life transitions, ensuring your financial well-being remains a top priority throughout the journey. James Investment goes beyond simply managing investments. We believe that we have something to offer for everyone. Our financial planners create customized plans tailored to your specific needs, while our investment managers leverage diverse strategies to build and actively oversee portfolios aligned with your goals. Additionally, we offer expert guidance in estate planning, helping to protect your assets and ensure your legacy is preserved. No matter where you are on your journey, let James Investment be your partner on the path to financial success. Planning. Investing. Advice.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
James Investment has 9 employees across 6 departments.
Departments
Number of employees
Funding Data
James Investment has never raised funding before.
James Investment Tech Stack
Discover the technologies and tools that power James Investment's digital infrastructure, from frameworks to analytics platforms.
CDN
Font scripts
Security
Security
Form builders
Miscellaneous
Programming languages
Miscellaneous
Security
Caching
JavaScript libraries
Blogs
India
Venezuela, Bolivarian Republic of
Canada
Finland
Netherlands
Frequently asked questions
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