James Matthew Rossi

Current Employers

Employment History

• 01/2014 → 07/2017
  Best Drug Rehabilitation
  Manistee, MI
• 11/2016 → 07/2018
  National Life Group
  Columbus, OH
• 09/2018 → 11/2020
  Transamerica
  Columbus, OH
• 11/2020 → 11/2022
  Kinetic Agency Financial & Insurance Solutions, Inc.
  Los Angeles, CA
• 07/2021 → 11/2022
  Kinetic Investment Management, Inc.
  Los Angeles, CA
• 11/2023 → 12/2025
  Iams Wealth Management
  Omaha, NE
• 12/2022 → Present
  Independent Insurance Agent/Consultant
  Columbus, OH
• 03/2026 → Present
  Lifetime Financial, Inc.
  Columbus, OH

Previous Registrations

• 2023-11-28 → 2025-12-22
  Iams Wealth Management, Llc
  Omaha, NE
  Columbus, OH
• 2021-07-29 → 2022-11-08
  Kinetic Investment Management, Inc.
  Los Angeles, CA

Other Businesses

Name of the outside business: Independent Insurance Agent., Investment related business: Yes. Location of business: Columbus Ohio 43220;  Description of the business: insurance company or agency. Position/Title: insurance agent. Responsibilities/Duties: Life and Health Insurance, Long-Term Care and Annuities. Start date with business:12/1/2022 Hours per month devoted to the business: During trading hours: Jamie Rossi advisor consulting and education; Columbus, OH, 12/1/2022; consultant; 80 hours Outside trading hours: 40 hours during trading hours. Percentage of total yearly compensation expected to be derived from the business:50%. Appointment Setter, Financial Professional Consulting Services/Lead Generation, Columbus Ohio 43220  , Consultant, Provides consulting and educational services to financial professionals who are looking to grow their business, 01/2023, 40 hours per month, 30 of which are during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-15

Other Names

• Jamie Rossi