Osaic Wealth
34yrs
Top advisor by experience in Copley
4yrs
James Grable
Financial advisor at Signal Tree Financial Partners
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office840 Rothrock Road Suite 201, Copley, OH 44321
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Signal Tree Financial Partners
Financial planningInvestment management for individuals and small businessesChoosing 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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jun 2025 – nowSignal Tree Financial Partners LLCCurrent firm
Questions to ask James
Tailored to James’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Signal Tree Financial Partners at (330) 590-5937 and ask for James Grable. James works from the Copley, OH office.
How long has James been a financial advisor?
James has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does James hold?
Series 63, Series 65. 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?
Signal Tree Financial Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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