James Investment Group, Inc.

www.raymondjames.com

James Investment Group, Inc. was founded by Lois James in Iowa City, Iowa in 1984. For 30+ years, James Investment Group has been committed to providing holistic financial services tailored to our clients' unique goals and needs. We believe in living our values at work -- Empowerment, Diversity, Collaboration, Creativity & Kindness are values that drive us. What We Do -- We work as a team to build plans and implement solutions regarding personal finance. Our goal is to promote financial independence among our clients -- so they may be free to live the lives they want to live and do the things they want to do. How We Do It-- Our firm is comprised of advisors and licensed staff who work collaboratively to provide holistic financial services. We pride ourselves on the unique perspectives each of our team members bring to the table -- we believe this allows us to better advise clients with backgrounds as varied as our own. Our Clients -- We work with University of Iowa employees, Professional Women, Business-owners, Civil Servants, and Retirees, and others. Many of our clients are also artists, adventurers, volunteers, or care-givers. We are honored and grateful for the opportunity to serve our clients in the Iowa City area, and beyond! James Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For more important disclosure information, please see our Social Media Disclosure: raymondjames.com/smicd.htm

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James Investment Group, Inc. was founded by Lois James in Iowa City, Iowa in 1984. For 30+ years, James Investment Group has been committed to providing holistic financial services tailored to our clients' unique goals and needs. We believe in living our values at work -- Empowerment, Diversity, Collaboration, Creativity & Kindness are values that drive us. What We Do -- We work as a team to build plans and implement solutions regarding personal finance. Our goal is to promote financial independence among our clients -- so they may be free to live the lives they want to live and do the things they want to do. How We Do It-- Our firm is comprised of advisors and licensed staff who work collaboratively to provide holistic financial services. We pride ourselves on the unique perspectives each of our team members bring to the table -- we believe this allows us to better advise clients with backgrounds as varied as our own. Our Clients -- We work with University of Iowa employees, Professional Women, Business-owners, Civil Servants, and Retirees, and others. Many of our clients are also artists, adventurers, volunteers, or care-givers. We are honored and grateful for the opportunity to serve our clients in the Iowa City area, and beyond! James Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For more important disclosure information, please see our Social Media Disclosure: raymondjames.com/smicd.htm

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Country

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State

Iowa

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City (Headquarters)

Iowa City

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Employees

1-10

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Founded

1984

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Estimated Revenue

$1,000,000,000+

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Social

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Potential Decision Makers

  • Service Associate

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Planner ( Tm )

    Email ****** @****.com
    Phone (***) ****-****
  • Registered Service Associate

    Email ****** @****.com
    Phone (***) ****-****

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