JL
James S. Lineweaver
LINEWEAVER WEALTH ADVISORS
VALLEY VIEW, OH 44125
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CRD#: 2167805
JL
Professional summary
James Sheldon Lineweaver, AIF®, CFP®, who also goes by James S Lineweaver, Jim Lineweaver, is a registered financial advisor currently at LINEWEAVER WEALTH ADVISORS located in Valley View, Ohio.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. James has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James S Lineweaver | Jim Lineweaver
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) LINEWEAVER FINANCIAL GROUP,INC;INVESTMENT RELATED;9035 SWEET VALLEY DRIVE,VALLEY VIEW,OH 44125;INVESTMENT/INSURANCE SALES;PRESIDENT;9/16/2003;70 HRS/MONTH;3 HRS DURING TRADING;MANAGEMENT OF FIRM,SALES OF INSURANCE PRODUCTS AND INVESTMENTS 2) LFG TAX SERVICES,LLC;NOT INVESTMENT RELATED;9035 SWEET VALLEY DRIVE,VALLEY VIEW,OH 44125;TAX RETURN PREPARATION;PRESIDENT;2/7/2008;5 HRS/MONTH;.5 HR-1 HRS DURING TRADING;SUPERVISE CPA AND STAFF,COMMUNICATION WITH CLIENTS 3) KML PROPERTIES;NOT INVESTMENT RELATED;9035 SWEET VALLEY DR,VALLEY VIEW,OH 44125;REAL ESTATE;OWNER;1 HR/MONTH;0 HRS DURING TRADING;LLC THAT IS USED TO OWN REAL ESTATE,PROPERTY SOLD IN 2014,LOOKING TO BUY ANOTHER ONE IN 2015 4) SWEET VALLEY PROPERTIES,LLC;NOT INVESTMENT RELATED;9035 SWEET VALLEY DRIVE,VALLEY VIEW,OH44125;REAL ESTATE;OWNER;8/2008;1 HR/MONTH;0 HRS DURING TRADING;SWEET VALLEY PROPERTIES OWNS THE BUILDING AND LEASES IT TO LINEWEAVER FINANCIAL GROUP 5) 241 PRESTWICK; INVESTMENT RELATED: YES; 241 PRESTWICK, BROADVIEW HTS, OH 44147; NATURE OR STRUCTURE OF BUSINESS: RENTAL PROPERTY; POSITION: OWNER OF PROPERTY; START DATE: ~1/2012; HOURS PER MONTH: <1; SECURITIES TRADING HOURS 0; DUTIES: PROPERTY MANAGEMENT 6) 249 WILMINGTON; INVESTMENT RELATED: YES; 249 WILMINGTON DRIVE, BROADVIEW HTS, OH 44147; NATURE OR STRUCTURE OF BUSINESS: RENTAL PROPERTY; POSITION: OWNER OF PROPERY; START DATE: 1/1/2023; HOURS PER MONTH: <1; SECURITIES TRADING HOURS 0; DUTIES: PROPERTY MANAGEMENT 7) 425 WILMINGTON; INVESTMENT RELATED: YES; 425 WILMINGTON DRIVE, BROADVIEW HTS, OH 44147; NATURE OR STRUCTURE OF BUSINESS: RENTAL PROPERTY; POSITION: OWNER OF PROPERTY; START DATE: 09/01/2020; HOURS PER MONTH: <1; SECURITIES TRADING HOURS 0; DUTIES: PROPERTY MANAGEMENT 8) 1492 GOLDEN; INVESTMENT RELATED: YES; 1492 GOLDEN LANE, BROADVIEW HTS, OH 44147; NATURE OR STRUCTURE OF BUSINESS: RENTAL PROPERTY; POSITION: OWNER OF PROPERTY; START DATE: 11/2023; HOURS PER MONTH: 5-10/MO. IN NOV & DEC. <1 STARTING IN JAN; SECURITIES TRADING HOURS 0; DUTIES: PROPERTY MANAGEMENT 9) RENTAL PROPERTY; INVESTMENT RELATED: YES; 103 GEORGIA STREET, ST SIMONS ISLAND, GA 31522; NATURE OR STRUCTURE OF BUSINESS: PERSONAL; POSITION: OWNER; START DATE: 05/2024; HOURS PER MONTH: 5; SECURITIES TRADING HOURS 0; DUTIES: MANAGING RENTAL PROPERTY
CRS (Client Relationship Summary) - RIA
Click below to view James Sheldon Lineweaver'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: 2011
Experience
Current
February 2, 2015 - Present
LINEWEAVER WEALTH ADVISORS
Office #1: 9035 Sweet Valley Drive, Valley View, OH 44125RIA
CRD#: 173310
VALLEY VIEW, OH
Past
February 5, 2015 - August 19, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Valley View, OH
Past
September 28, 2005 - February 5, 2015
SPC
RIA
CRD#: 110692
VALLEY VIEW, OH
Past
September 27, 2005 - February 5, 2015
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
VALLEY VIEW, OH
Past
April 26, 2000 - April 3, 2006
FINANCIAL MANAGEMENT STRATEGIES, INC.
RIA
CRD#: 120818
INDEPENDENCE, OH
Past
March 23, 2000 - September 22, 2005
WALNUT STREET ADVISERS INC
RIA
CRD#: 109903
VALLEY VIEW, OH
Past
May 25, 1995 - September 22, 2005
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
October 7, 1993 - June 7, 1995
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
October 7, 1993 - May 13, 1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
BD
CRD#: 647
WORCESTER, MA
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".
LW
LINEWEAVER WEALTH ADVISORS
LINEWEAVER FINANCIAL GROUP | THE RETIREMENT INCOME STORE | NELSON FINANCIAL STRATEGIES | LINEWEAVER WEALTH ADVISORS, LLC | LINEWEAVER WEALTH ADVISORS
CRD#: 173310 / SEC#: 801-80580
RIA
Registered Investment Advisory firm - (11/18/2014 Approved)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.Highlighted states indicate IAR registrations
IAR
Florida(3/10/2015)
IAR
Ohio(2/3/2015)
IAR
Texas(2/2/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LW
LINEWEAVER WEALTH ADVISORS
LINEWEAVER FINANCIAL GROUP | THE RETIREMENT INCOME STORE | NELSON FINANCIAL STRATEGIES | LINEWEAVER WEALTH ADVISORS, LLC | LINEWEAVER WEALTH ADVISORS
CRD#: 173310 / SEC#: 801-80580
RIA
Registered Investment Advisory firm - (11/18/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9035 Sweet Valley Drive, Valley View, OH 44125
Mailing Address
Phone number
(216) 520-1711
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,544 |
| AUM (Assets Under Management) | $ 908,445,099 |
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.
