James Stewart, AIF®

Financial Advisor

James Stewart, AIF®

James@PlanWithRFG.com
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. His son, Drake, resides in Columbus, OH where he is attending The Ohio State University. His daughter, Ariana and her husband, CJ, reside in Fayetteville, NC 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.

OUR ACCOLADES

Best Places To Work 2023
Rosselot Financial BBB A+
AIF
2022 Five Star Wealth Manager
2023 Best of Cincinnati

Check the background of this firm on FINRA’s BrokerCheck

  • The Rosselot Financial Group
    7426 Jager Court Cincinnati, OH 45230
  • Phone: (513) 232-6500
    Fax: (513) 624-3124
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The Rosselot Financial Group
Copyright 2024 © The Rosselot Financial Group. All Rights Reserved.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Cincinnati Best Places to work 2023, 10-24 employee category, recognition is determined by associate feedback through an anonymous survey conducted by Quantum Workplace, an independent research company. Nominees pay an entry fee to participate.

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.