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JIM EARL FINANCIAL
JAMES R. EARL FINANCIAL SERVICES, INC.
CRD 149444
1700 EAST MARKET ST, SUITE 110, WARREN, OH, 44483, United States
Phone
330-240-0846
Fax
330-394-8904
Registration
— (—)
Source
State registered
Total AUM
$1.0M
Discretionary AUM
$1.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD