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Home›
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James Investment Research
AddedFeb 19, 2024
UpdatedJun 28, 2026
James Investment Research

James Investment Research

Operating

Employee-owned firm managing diverse portfolios since 1975, prioritizing asset growth and risk reduction.

Location
Xenia, OH, US
Founded
1972
Firm
Compare
Portfolio
Employees
Website

James Investment Research - Website

An index of every page on jamesinvestment.com, by section.

30 pages across 9 sections · Updated Jul 21, 2026·

Homepage

James Investment Research's front door: current positioning and top-line messaging.

jamesinvestment.com
  • Homepage

Careers

Open roles and how James Investment Research recruits: 2 careers pages straight from the source.

jamesinvestment.com/careers
  • Senior Financial Planner

BlogBrian Shepardson Discusses Forecasted Market Reaction as Fed Chair Powell Signals a 50 Basis Point Hike in May

Product updates, deep-dives, and company thinking: James Investment Research's 6-post archive.

  • Brian Shepardson Discusses Forecasted Market Reaction as Fed Chair Powell Signals a 50 Basis Point Hike in May
  • First Day of the Month Is Still Volatile for Stocks
  • New Highs Do Not Mean You Need to Sell Barry James Says
  • Barry James Outlines His Stock Recommendations
  • Barry James Discusses the Impact of Interest Rates
  • Barry James Discusses the Latest on Cryptocurrencies

PressWealth Management for Wm Needs

Official announcements and statements: 6 pages in James Investment Research's own words.

  • Wealth Management for Wm Needs
  • Retirement Time to Retire/media/retirement-time-to-retire
  • Financial Planning/media/financial-planning
  • Investments Mutual Funds Diversify
  • Estate Planning Family Know What to Do
  • Education Costs/media/education-costs

PrivacyPrivacy Policy

How James Investment Research collects, uses, and safeguards data: the canonical policy set.

jamesinvestment.com/privacy-policy

About

Company story, mission, and background as James Investment Research tells it.

jamesinvestment.com/about
  • Core Values/about/core-values

Team

Leadership and the people behind James Investment Research, as the company presents them.

jamesinvestment.com/team
  • Barry James/team/barry-james
  • Brian Culpepper/team/brian-culpepper
  • Fall Ainina/team/fall-ainina
  • Brian Shepardson/team/brian-shepardson
  • Trent Dysert/team/trent-dysert

Contact

Sales, support, and partnership channels for reaching James Investment Research directly.

jamesinvestment.com/contact

ComparisonBarry James Discusses Value vs Growth

4 comparison pages published by James Investment Research.

  • Barry James Discusses Value vs Growth
  • Active vs Passive Etfs/podcast/active-vs-passive-etfs
  • Donating Stock vs Cash Smart Charitable Giving Strategies
  • Transfer on Death Designations vs Trust Ownership