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James Matthew Rossi

Iams Wealth Management, LLC

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About James Matthew Rossi

James Rossi is a financial advisor with Iams Wealth Management, LLC. James has been in the financial industry since 2014 and has held various roles. James is a licensed Investment Advisor Representative in Ohio and Louisiana. James's professional background includes working with a drug rehabilitation center, insurance companies, and investment firms. James's experience allows him to provide a diverse range of financial services including financial planning, portfolio management, and pension consulting to individuals, corporations, and charitable organizations. James holds a Series 65 license.

Firm Information

James Rossi is currently registered with Iams Wealth Management, LLC. Iams Wealth Management, LLC is an Omaha, NE-based registered investment advisor with over 213 million dollars in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. They also offer services to select other investment advisors.
Iams Wealth Management, LLC

14507 CALIFORNIA STREET

OMAHA, NE 68154

$213.24M

Assets Under Management

35

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other advisers; percentage of plan assets

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James Rossi’s Registration & Firm History

OH

11/28/2023 - Present

Iams Wealth Management, LLC (Columbus OH)

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Licenses & Designations

IA

Issued 06/15/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Matthew Rossi.
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