James Matthew Rossi
Professional Summary
James Matthew Rossi, who also goes by Jamie Rossi, is a registered financial advisor currently at LIFETIME FINANCIAL, INC. located in Columbus, Ohio. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. James has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jamie Rossi
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Videos & Posts
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Contact Information
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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.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LIFETIME FINANCIAL, INC. | LIFETIME PARADIGM, INC.
Contact Information
Main Address
260 Newport Center Dr Ste 100, Newport Beach, CA 92660Mailing Address
280 S Lemon Ave #135, Walnut, CA 91788Phone Number
(800) 810-1736# of Employees
10Documents
Regulatory Assets Under Management
Total Number of Accounts
280AUM (Assets Under Management)
$63,286,624Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/3/2026)
(4/13/2026)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view James Matthew Rossi's CRS (Customer Relationship Summary).
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