Tyler Ryan James

Current Employers

Employment History

• 11/2007 → Present
  James Financial Partners
  Springfield, MO
• 01/2015 → 01/2024
  Woodbury Financial Services Inc
  Springfield, MO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Branson, MO

Previous Registrations

• 2015-10-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Springfield, MO
  Chesterfield, MO
  Springfield, MO
  Branson, MO

Other Businesses

1. JAMES FINANCIAL PARTNERS, LLC POSITION: President NATURE: Brokering fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/15/2002 ADDRESS: 909 E. Republic Rd., Building F, Suite 200, Springfield MO 65807, United States DESCRIPTION: Sales of fixed life, health, disability, and long-term care insurance. 2. LOGAN ROGERSVILLE EDUCATIONAL FOUNDATION INVESTMENT RELATED: NO ADDRESS: 1717 E REPUBLIC ROAD, SUITE A, SPRINGFIELD, MO 65804 POSITION: BOARD MEMBER START DATE: 01/01/2015 HOURS: 2 SECURITY HOURS: 2 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE, FUNDRAISING, AND EVENT PLANNING. 3. HARMONY HOUSE POSITION: Investment committee member NATURE: not for profit 501(c)(3) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2019 ADDRESS: 3404 E. Ridgeview, Springfield MO 65804, United States DESCRIPTION: I sit on the investment committee. We are tasked with receiving updates from the investment advisor that is managing the investments in our general account and operating account. We periodically make decisions as a group about changes that we would like to ask the advisor about, including changes to the underlying investments. We are governed by the board of directors of the organization. 4. JFP PROPERTIES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 909 E. Republic Road, F-200, Springfield MO 65807, United States DESCRIPTION: This LLC exists to own my office building that James Financial Partners rents as office space. 5.JFP LAKE,LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/23/2026 ADDRESS: 909 E. Republic Road, F-200, Springfield MO 65807, United States DESCRIPTION: The purpose of the LLC is to own our vacation home.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-02
• S63 Uniform Securities Agent State Law Examination
  2004-01-24

Other Names

• Tyler R James