Independent Planning

Contact

Office: 417-829-2257

Fax: 877-349-7748

909 E. Republic Rd.

Building F, Suite 200

Springfield, MO 65807

info@jamesfinancialpartners.com

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Tyler R. James, Investment Advisor Representative, securities and advisory services offered through Osaic Wealth, Inc., Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services offered through James Financial Partners, LLC., which is not affiliated with Osaic Wealth, Inc.

Tyler R. James is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

This communication is strictly intended for individuals residing in the states of AR, AZ, KS, MO, UT, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Springfield Business Journal "Men of the Year" Award issued by SBJ in 2016 for the 2015-2016 year was awarded to males in the local community. The financial professional applied for the recognition. Criteria used to determine the winners includes their professional, philanthropic and personal contributions to the Springfield area. No fee was paid for the nomination or receipt of the award; however $120 was paid for a plaque. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

"Most Influential Women" award issued by Springfield Business Journal on October 8, 2018 for 2017-2018 year was awarded to 20 women who are honored for improving the Southwest Missouri business, civic and philanthropic communities. The financial professional applied for the recognition. No fee was paid for the nomination or receipt of the award; however $120 was paid for a plaque. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

"40 Under 40" award issued by Springfield Business Journal on March 23, 2015 for 2014 year was awarded to accomplished and still-rising professionals in Southwest Missouri who are under the age of 40. The financial professional applied for the recognition. Winners were chosen from up-and-comers under the age of 40 and are honored for their business and civic work. No fee was paid for the nomination or receipt of the award; however $120 was paid for a plaque. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

The "FIVE STAR Wealth Manager" list, awarded in November 2024, is created by Crescendo Business Services LLC. It includes less than 6% of 2,997 wealth managers in the St. Louis, MO area in 2024.

Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.