Jeremy creates comprehensive financial plans for all James Investment Group clients and specializes in guiding individuals and families through complex transitions like retirement, divorce, or the loss of a loved one. He is a strong advocate for collaborative planning and often facilitates joint meetings with attorneys, tax professionals, and business managers to deliver truly comprehensive financial plans. He also leads our investment research and directs portfolio management processes and procedures.

Jeremy holds the Series 7 General Securities License, the Series 66 Uniform Combined Law License, the Series 24 General Securities Principal License, the Series 53 Municipal Securities Principal License, and Series 31 Futures Managed Funds License. Jeremy attained the CERTIFIED FINANCIAL PLANNER™ designation in 2011. He also holds Life & Health Insurance licenses.

Jeremy has been advising clients at James Investment Group since 2007.
- Private Wealth Advisor, 2024
- MBA, University of Iowa, 2016
- CERTIFIED FINANCIAL PLANNER ® designation, 2011
- Bachelor of Science in Animal Science, Iowa State University, 2003
- Raymond James Independent Contractor Division Leadership Advisory Board Member
- CommUnity, Board Member and President (former)
- Iowa Women’s Foundation, Development Committee Member (former)
- Community Leadership Program (CLP), 2009-2010 cohort
I truly enjoy helping others and helping people to feel confident in their financial decisions. It is a privilege to help someone achieve their financial goals.
A veterinarian. Animals have always been an important part of my life – so much so, that I pursued an Animal Science degree from ISU.
Shopping at the co-op or attending one of my daughters’ dance recitals.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with the above organizations and/or charitable causes.

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Jeremy James,

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