
Employee-owned firm managing diverse portfolios since 1975, prioritizing asset growth and risk reduction.
jamesinvestment.comCrawled Oct 15, 2026
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James Investment describes its culture, employee retention, and career opportunities.
James Investment Research, Inc. provides financial planning, investment management, estate planning, and tax optimization, and says it offers proactive client contact.
Barry is a senior member of the Investment Committee and holds the team accountable for putting clients’ interests first in performance and service.
Brian's leadership and team contributions encompass private portfolio management, analysis, fixed income, James' product/style management and JAF Board of Trustee affairs.
As a member of the James' research team, Fall contributes to data analysis, market reports, special studies and special projects.
Brian serves as President and CEO of the company and has played a key role in growing the firm since joining the team in 1995.
James Investment is a financial planning firm that offers wealth management solutions.
The company’s principles include client focus, excellence, trust, community impact, stability, and innovation.
The company lists its address as 1349 Fairground Rd, Xenia, OH 45385, and its phone number as 888-426-7640.
For 50+ years, James Investment has helped families and businesses in Dayton and Minster with independent wealth management and planning.
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