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JL

James Sheldon Lineweaver

AIF®, CFP®

LINEWEAVER WEALTH ADVISORS

VALLEY VIEW, OH

·CRD# 2167805·33 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

James S Lineweaver, Jim Lineweaver

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial PlannerSince 2011

Years of Experience

33 years in the financial services industry

Current & Past Employments

LINEWEAVER WEALTH ADVISORS·CRD# 173310

RIA

9035 Sweet Valley Drive, Valley View, OH 44125

February 2, 2015 - Present

TRIAD ADVISORS LLC·CRD# 25803

BD

Valley View, OH

February 5, 2015 - August 19, 2024

SPC·CRD# 110692

RIA

Valley View, OH

September 28, 2005 - February 5, 2015

SIGMA FINANCIAL CORPORATION·CRD# 14303

BD

Valley View, OH

September 27, 2005 - February 5, 2015

FINANCIAL MANAGEMENT STRATEGIES, INC.·CRD# 120818

RIA

Independence, OH

April 26, 2000 - April 3, 2006

WALNUT STREET ADVISERS INC·CRD# 109903

RIA

Valley View, OH

March 23, 2000 - September 22, 2005

WALNUT STREET SECURITIES, INC.·CRD# 15840

BD

El Segundo, CA

May 25, 1995 - September 22, 2005

VOYA FINANCIAL ADVISORS, INC.·CRD# 2882

BD

Windsor, CT

October 7, 1993 - June 7, 1995

THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY·CRD# 647

BD

Worcester, MA

October 7, 1993 - May 13, 1997

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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 - SEC (11/18/2014 Approved)

Contact Information

Main Address

9035 Sweet Valley Drive, Valley View, OH 44125

Phone Number

(216) 520-1711

# of Employees

21

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LINEWEAVER WEALTH ADVISORS, LLC (3/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,713

AUM (Assets Under Management)

$1,084,177,360

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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

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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 - SEC (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.

IAR

Florida
(3/10/2015)

IAR

Ohio
(2/3/2015)

IAR

Texas
(2/2/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1993About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view James Sheldon Lineweaver's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JL

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