Kingsview Wealth Management
12yrs
More experience than 60% of advisors in Wintersville
25yrs
James Kolb is a fiduciary financial advisor in Wintersville, Ohio, with 25 years in the industry. James joined J.P. Morgan Securities in 2012, after seven years at Chase Investment Services and a year at Banc One Securities. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 5 advisors with offices in Wintersville, and one of 5 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top advisor by experience in Wintersville
Office147 Main Street, Wintersville, OH 43953
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowJ.P. Morgan Securities LLCCurrent firm
- 2005 – 2012Chase Investment Services Corp.Previously
- Apr 2004 – Jul 2005Banc One Securities CorporationPreviously
- 2002 – 2004Waddell & ReedPreviously
Contact James
(800) 999-2000Firm headquarters in New York, NY. Ask for James. 147 Main StreetWintersville, OH 43953Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call J.P. Morgan Securities at (800) 999-2000 and ask for James Kolb. James works from the Wintersville, OH office.
How long has James been a financial advisor?
James has been in the industry since 2001, about 25 years. Top advisor by experience in Wintersville.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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