James R. Winters, Jr. is an Investment Advisor Representative through Kestra Advisory Services, LLC and a Registered Representative through Kestra Investment Services, LLC since 2009.
Jim graduated with a Bachelors of Business Administration double major Finance/Insurance degree from the University of Cincinnati.
Jim primarily serves individuals and small businesses with a broad spectrum of insurance and financial services. He is a licensed agent with leading life and property-casualty insurance companies for the states of Ohio and Kentucky. He also holds a Series 6 (Investment Company Products/Variable Contacts Limited Representative) and Series 63 (Uniform Securities Agent State Law Examination) licenses.
Jim is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Professional Insurance Agents Association (PIA). He has been an officer/board member and active with numerous charitable organizations including Gamma Xi Scholarship Foundation, First Christian Assembly and Young Life. He also enjoys golf, softball, hiking and other outdoor activities.
Jim and his wife, Sheri, reside in Colerain Township and have two children. Brad, a graduate of Lee University and Bryn a graduate of Ashland University.