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Jim Rosby, Financial Advisor

FINANCIAL ADVISOR
Jim Rosby

AAMS™, CRPC™
141 Claremont, Ashland, OH 44805opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • New Investors
  • Portfolio Reviews

About Jim

I look forward to working with you, the serious long-term investor, by providing guidance in achieving your financial goals.

Together, we will look at what is important to you by monitoring your goals and tracking account performance during reviews.

I will provide the ideal client experience by helping you accumulate wealth, assisting in distributing your wealth and creating steps to transfer your wealth to the next generation.

When not at work, I enjoy spending time with my wife, Denise, and our five children. My wife and I like to go on walks for exercise. Fishing is my favorite hobby.

Background: Bachelors...

Work History

  • Edward JonesSeptember 1982 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Miami University OxfordBachelors

Personal Interests

  • Fishing
  • Walking

Team Members

  • Amanda Thomas
    Branch Office Administrator
  • Kathrine Tilley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(419) 289-0400

Fax

(888) 212-8765

Office Address

141 Claremont
Ashland, OH 44805opens in a new window

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