| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry Ray James Control | Chairman Of The Board | Under 5% | 1995 |
| Frank e James Jr. Trust Iris R. James Trustee Dtd 03/05/1986 Control | Owner | Over 75% | 1986 |
| Lesley Dawn Ott Control | Chief Compliance Officer (jan. 2012) & Chief Operating Officer (jan. 2020) | Under 5% | 2012 |
James Investment Research Inc reports $1.2 billion in regulatory assets under management on its Form ADV.
James Investment Research Inc reports 15 employees.
James Investment Research Inc is based in Xenia, OH and has been SEC-registered since 1976.
James Investment Research Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1349 Fairground Road, Xenia, OH 45385 |
| Phone | 937-426-7640 |
| Fax | 937-426-7097 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 810384 |
| Discloses disciplinary history | No |
| Discretionary | $1.18B |
| Non-discretionary | $35M |
| Total (RAUM) | $1.21B |