JI
James R. Iverson
1TAXFINANCIAL
Cincinnati, OH
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CRD#: 6632808
JI
Professional summary
James R Iverson is a registered financial advisor currently at 1TAXFINANCIAL located in Cincinnati, Ohio.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. James has worked at 1 firm .
Question & Answer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view James R Iverson'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®
NoneExperience
Current
July 26, 2016 - Present
1TAXFINANCIAL
RIA
CRD#: 175364
Cincinnati, OH
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
Colorado(5/28/2021)
IAR
Ohio(7/26/2016)
Exams
Current Firm
1TAXFINANCIAL
1TAXFINANCIAL | CLARE FAZACKERLEY CPA LLC
CRD#: 175364 / SEC#:
Colorado
Registered Investment Advisory firm - (5/28/2021 Approved)Ohio
Registered Investment Advisory firm - (1/26/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Cincinnati, OH
Mailing Address
Phone number
(513) 794-1829
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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