JR
James E. Redmond
VALMARK ADVISERS
Fairlawn, OH 44333
Some features on this profile are disabled
CRD#: 1045150
JR
Professional summary
James Edward Redmond, AIF®, CFP® is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Fairlawn, Ohio and VALMARK SECURITIES, INC. located in Fairlawn, Ohio.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. James has worked at 4 firms and has passed the SIE, Series 22 and Series 6 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Redmond Financial, INC; 33 Merz Blvd Fairlawn, OH 44333; Financial Services; Investment Related: YES; Start Date: 03/17/1998; Hours Per Month:160; President; Client Involvement: NO; President and Day To Day Operations; Salary/Sub S Distributions./// 2) Insurance agent/ producer; Sale of long-term care products, disability insurance products, group disability insurance products, and group voluntary insurance products with various carriers; NOT investment related; 1/1/2019 Start Date; 6-10 hrs/month; Compensated by commissions on sales./// 3) The Rotary Camp for Children with Special Needs, Inc.; 4460 Rex Lake Dr, Akron, OH 44319; Board member, Provide direction and oversight for the camp; NOT Investment Related; Start Date January 2022; Approximately 6-10 hrs. per month; No compensation./// 4) Wealth Impact Advisors, LLC; 33 Merz Blvd. Suite 100 Fairlawn, OH 44333; President, Oversee operations of the entity; NOT Investment Related; Start Date 04/14/2016; Partial owner, Any money not distributed to pay expenses as of yearend is distributed to LLC owners as K-1 distributions; Approximately 1-5 hrs. per month; K-1 distributions./// 5) Redland Holdings, LLC; 33 Merz Blvd. Fairlawn, OH 44333; Owner, Holding company for real estate owned by Jim Redmond that is not owned by his revocable trust; NOT Investment Related: Start Date 02/01/2024; Own the LLC that owns real estate properties; Approximately 1-5 hrs. per month; Rent from tenants.///
CRS (Client Relationship Summary) - RIA
Click below to view James Edward Redmond's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
January 1, 2000 - Present
VALMARK ADVISERS, INC.
Office #1: 33 Merz Blvd Suite 100, Fairlawn, OH 44333RIA
CRD#: 108050
Fairlawn, OH
Current
June 22, 1998 - Present
VALMARK SECURITIES, INC.
Office #1: 33 Merz Blvd Suite 100, Fairlawn, OH 44333BD
CRD#: 31243
Fairlawn, OH
Past
March 28, 1989 - June 19, 1998
M.D. POITINGER AND CO., INC.
BD
CRD#: 16808
AKRON, OH
Past
July 19, 1982 - April 4, 1989
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(1/27/2020)
IAR
Colorado(2/18/2015)
RR
Florida(10/22/2003)
IAR
Florida(2/18/2011)
IAR
Indiana(3/13/2020)
IAR
New York(4/6/2021)
RR
Ohio(6/22/1998)
IAR
Ohio(1/1/2000)
IAR
South Carolina(11/5/2020)
IAR
West Virginia(10/18/2012)
Exams
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Fairlawn, OH 44333TRUST BUT VERIFY
Monitor James Redmond
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
