James O. Stewart

Financial Advisor

James resides in West Chester, OH with his wife, Dee and son, Drake. His daughter, Ariana, and her husband, CJ, reside in Fort Hood, Texas 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 holds the Life, Accident, and Health Insurance licenses, as well as, Series 7, 63 and 66 securities registrations.

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.

Check the background of this investment professional on FINRA’s BrokerCheck.

James@RosselotFinancial.com
513-580-7313 office
513-348-3235 cell
fax 513-624-3124

Offices of James Stewart

OfficeKey Blue Ash
Westlake Center
4555 Lake Forest Dr.
Suite 650
Cincinnati, OH 45242

OfficeKey Cincinnati
Scripps Center
312 Walnut Street
Suite 1600
Cincinnati, OH 45202

OfficeKey Hyde Park
Rookwood Tower
3805 Edwards Road
Suite 550
Cincinnati, OH 45209

OfficeKey NKY
Turfway Ridge Office Park
7310 Turfway Road
Suite 550
Florence, KY 41042

OfficeKey West Chester
Union Centre Office Park II
9078 Union Centre Blvd
Suite 350
West Chester, OH 45069

OUR ACCOLADES

Rosselot Financial Best Places to Work 2018

2020 Five Star Wealth Manager - Nate Kosman & Ryan Antepenko

2020 Five Star Wealth Manger - James Stewart

The Rosselot Financial Group
7426 Jager Court Cincinnati, OH 45230

Phone: (513) 232-6500
Fax: (513) 624-3124

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

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.