James Investment Research
34yrs
Top advisor by experience in Xenia
14yrs
Based in Xenia, Ohio, Ryan Post is a fiduciary financial advisor with 14 years of industry experience. Ryan joined James Investment Research in 2022, after nine years at James Capital Alliance. James Investment Research offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 22 advisors with offices in Xenia, and one of 18 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office1349 Fairground Road, Xenia, OH 45385
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.4 million
Advisors at the firm8
States licensed ?1 state
Services through James Investment Research
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
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 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowJames Investment Research Inc.Current firm
- 2012 – 2021James Capital Alliance Inc.Previously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- 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 Ryan
How do I contact Ryan?
Call James Investment Research at 937-426-7640 and ask for Ryan Post. Ryan works from the Xenia, OH office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
James Investment Research reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Ryan 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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