JD
James L. Dawson
VALMARK ADVISERS
AKRON, OH 44333
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CRD#: 6498757
JD
Professional summary
James Lawrence Dawson, CFP®, who also goes by Jamie L Dawson, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Akron, Ohio and VALMARK SECURITIES, INC. located in Akron, Ohio.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. James has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jamie L Dawson
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) High Point Real Estate Group, 3473 Massillon Rd, Uniontown OH 44685 -Assist in buyer/seller transactions for real estate. The business is not investment related. Start date: 09/06/2022. I have no financial interest in the company. I will work 11-20 hours a week. This is not a client and will not be a conflict of interest. Compensation will be a percentage of the real estate transaction./// 2)Narrow Gate Custom Homes, LLC, 4574 Cynthia Drive, North Canton, OH 44720; New Construction/Contracting Services; owner, president; home building, renovations and holding company for rental properties; not investment related; started 08/01/2018; compensation through rental income or proceeds from house sales./// 3)Integrity Contracting & Development and its affiliated companies Integrity Contracting & Development, Integrity Contracting Services, and Integrity New Construction; 3163 S Jackson Blvd, Uniontown OH 44685; Sales Consultant; NOT Investment Related; Start Date 9/1/2022; Co-Owner, 25% interest in the company; Approximately 11-20 hrs. per month; Compensated 25% of the net income of the company, which will be paid out over time as condo units are developed and sold./// 4)BlazeBuild Construction Co LLC; North Canton OH; Managing Partner; 1/3 owner; Residential construction and remodeling; Land/property acquisition and sales; not investment related; Splitting of any profits related to the business.///
CRS (Client Relationship Summary) - RIA
Click below to view James Lawrence Dawson'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: 2017
Experience
Current
May 23, 2016 - Present
VALMARK ADVISERS, INC.
Office #1: 130 Springside Drive Suite 300, Akron, OH 44333RIA
CRD#: 108050
AKRON, OH
Current
May 6, 2016 - Present
VALMARK SECURITIES, INC.
Office #1: 130 Springside Drive Suite 300, Akron, OH 44333BD
CRD#: 31243
Akron, OH
Past
September 9, 2015 - May 3, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
AKRON, OH
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
RR
Ohio(5/6/2016)
IAR
Ohio(5/24/2016)
RR
Tennessee(4/10/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Akron, OH 44333TRUST BUT VERIFY
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