11711 North Meridian Street, Suite 600, Carmel, IN, 46032
Get directionsNo 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 →James owns KJ Realty, JRW Realty, and Silver Creek Shop. These activities are not investment-related and involve home rentals and ownership, taking about 10-20% of his time.