James is an experienced financial planner and wealth management advisor, with a track record of success across multiple financial institutions. His commitment to building strong client relationships and maintaining investment discipline has been instrumental in establishing the foundation of Newsome & Ross Financial.
James showcases steadfast commitment to his profession, underscored by his attainment of the CERTIFIED FINANCIAL PLANNER™ designation and a suite of licenses encompassing Series 7 and Series 66, both held through LPL Financial, and Life & Health. Additionally, he holds a Bachelor of Science degree in business informatics from Indiana University, further highlighting his comprehensive qualifications.
Outside of work, James is a man of diverse interests. He is an avid scuba diver, student pilot, and stand-up comedian. He also has a family background in entrepreneurship, with his family owning and operating a Distillery & Cooperage in upstate New York.