ADVISOR BIO

James Brian Crabtree is a financial advisor who has been in the industry for over 10 years. James is registered with Winebrenner Capital Management LLC. James provides financial advice to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

James Mung'omba jr is a financial professional with Fidelity Brokerage Services LLC. James has a Series 7TO and SIE license and is registered in 53 states. James is also licensed as a Securities Agent through the Uniform Securities Agent State Law Examination, or Series 63. James is actively registered with FINRA.

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ADVISOR BIO

James Edmond Dortch is an Investment Advisor Representative at Integrated Wealth Concepts LLC. James has been in the financial industry since 1994 and holds the Series 6, 7, 24, 26, 63 and 65 licenses. He is registered in multiple states including Kentucky, Texas, Alabama, Delaware, Florida, Illinois, Indiana, Mississippi, North Carolina, South Carolina, Tennessee, and Texas. James has a diverse clientele, working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. In addition to his role at Integrated Wealth Concepts LLC, James has also been involved in several other businesses, including Auto Wash USA, J & B Properties, and Financial Strategies Group.

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ADVISOR BIO

James Richard Kaster is a financial advisor at Edward Jones. He has been in the industry since 2007 and is registered to provide investment advice in Kentucky and Texas. Previously, James Richard Kaster worked with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. James Richard Kaster offers financial planning, pension consulting and selection of other advisors, as well as portfolio management for individuals and businesses. James Richard Kaster holds Series 6, 7, 63, and 66 securities licenses and has passed the Securities Industry Essentials (SIE) exam. James Richard Kaster's office is located in Elizabethtown, Kentucky.

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ADVISOR BIO

James McCarty is a registered investment advisor representative with Robert W. Baird & Co. Inc. James has been in the industry since 2024. James McCarty is licensed to provide investment advice in Kentucky. James has a Series 7TO, Series 66 and SIE license. James McCarty is also an adjunct professor of finance at the University of Kentucky Gatton College of Business and Economics.

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ADVISOR BIO

James David Gould is a financial advisor with Thrivent Investment Management Inc. James has been in the financial industry since 2024. James is registered to provide investment advice in Kentucky. James is Series 7 and Series 66 licensed, and holds the SIE exam.

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ADVISOR BIO

James Randall Young ii is a financial professional with over 20 years of experience in the industry. James is a registered representative with LPL Financial LLC and Keystone Financial Group, LLC. James is registered in several states to offer financial services. James holds a Series 66, Series 24, Series 7, and Series SIE licenses. James provides a range of financial services including: financial planning, consulting, portfolio management, and educational seminars. James has been involved in farming through Young Brothers Farms LLC.

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ADVISOR BIO

James Merrit Alspaugh is a registered representative with Fidelity Brokerage Services LLC. James holds the Series 7 and Series 63 securities licenses. James has been working in the financial industry since June 3, 2013. James is located in Covington, KY and can be reached at Fidelity Brokerage Services LLC.

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ADVISOR BIO

James Michael Smith is a financial advisor with over 20 years of experience in the financial services industry. James is currently registered with LPL Financial LLC and is licensed to provide financial advice in Florida, Kentucky, New York, and Ohio. James has a strong background in investment management, financial planning, and retirement planning.

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ADVISOR BIO

James Burke is a financial advisor in Covington, Kentucky. James is registered with the state of Kentucky. James is associated with Fidelity Personal AND Workplace Advisors. James has a Series 66, Series 10, Series 9, Series 7TO, and SIE license. James Burke has been in the industry since 2022.

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