James Kissane is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
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Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Touchstone Advisors INC
July 2025 - Present · 10 mos
Touchstone Securities, LLC
July 2025 - Present · 10 mos
Touchstone Securities, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Columbia Management Investment Distributors, INC.Broker
May 2010 - June 2025 · 15 yrs 1 mo
Columbia Management Investment Advisers, LLC
May 2010 - June 2025 · 15 yrs 1 mo
Columbia Management Advisors, LLC
May 2005 - May 2010 · 5 yrs
Columbia Management Distributors, INC.Broker
March 2005 - May 2010 · 5 yrs 2 mos
Ftn Financial Securities CORPBroker
October 2002 - November 2004 · 2 yrs 1 mo
Prudential Securities IncorporatedBroker
January 2000 - November 2000 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.