For nearly 20 years, James Financial Partners (JFP) has been helping businesses and individuals realize financial independence. JFP was created by Tyler James, President, for one sole reason—to work for the client, not for the company. Through his time working for other financial services companies, Tyler recognized that the client didn’t always come first in the companies’ corporate agenda. Starting JFP, and operating as an independent planning firm, allowed Tyler to eliminate any corporate politics and focus on the unique individual issues of each client. Despite not being affiliated with any particular corporate agenda, JFP is still able to offer high quality solutions and award winning technology through their registration with Woodbury Financial Services (WFS). Woodbury Financial Services serves as the compliance management and support team for JFP. WFS does not manufacture or affiliate with any specific financial products, and therefore there is no agenda for selling products.
Stacey James, Vice President, joined JFP in 2010 in the capacity of Operations Management and Office Administration. She has since become fully licensed with her Series 6 and 63 exams. She is currently the Vice President/Director of Operations. Abigail James-O’Quinn joined JFP in 2015 in the capacity of client services coordinator and business manager. Abigail has since obtained her Series 7 and 66 Licenses and is now a Financial Planner with the firm. Jake Gray joined JFP in February of 2018 after working in the banking industry for several years. His Finance classes while studying to obtain his MBA, is what fueled his passion and ultimately led him to switch career paths. Mike Nangle transitioned to the Financial Services industry after working in the Insurance industry for over 20 years. During his time in the insurance industry, he worked closely with JFP and his clients before deciding he wanted to join the team as a Financial Advisor.
James Financial Partners is honored to be the recipient of the Springfield News-Leader’s Best of the Ozarks Award under the Financial Services category for three years running in 2013, 2014, and 2015.