James O. Stewart

Financial Advisor, AIF®

Office: 513-580-7313
Cell: 513-348-3235
Fax: 513-624-3124
My Compliance Disclosures

First Concert:

Tina Turner Favorite

Travel Spot:

Aiea, Hawaii

Favorite Line From A Movie:

“Show me the money!” – Jerry Maguire

Best Financial Advice Received:

Don’t put short-term money in the market if you can’t afford to lose it.

Favorite City:

Charleston, SC

Biggest Accomplishment:

Overcoming two spinal surgeries.

James resides in West Chester, OH with his wife, Dee and son, Drake. His daughter, Ariana, and her husband, CJ, reside in Fort Hood, Texas where CJ is proudly serving in the United States Army. James holds a Bachelor of Science degree from Indiana University. He brings over three decades worth of industry experience to our team and is very passionate about providing families and business owners with assistance in building their financial freedom. James is an Accredited Investment Fiduciary® (AIF®). He also holds the Life, Accident, and Health Insurance licenses, as well as, Series 7, 63 and 66 securities registrations.

Check the background of this investment professional on FINRA’s BrokerCheck.