James Sheldon Lineweaver

Employer firm

Lineweaver Wealth Advisors CRD 173310

$1.08B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → Present
  Lineweaver Wealth Advisors, Llc
  Valley View, OH
• 02/2015 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 09/2003 → Present
  Lineweaver Financial Group, Inc.
  Valley View, OH

Previous Registrations

• 2005-09-28 → 2015-02-05
  Spc
  Ann Arbor, MI
  Valley View, OH
• 2000-04-26 → 2006-04-03
  Financial Management Strategies, Inc.
  Independence, OH
• 2000-03-23 → 2005-09-22
  Walnut Street Advisers Inc
  Valley View, OH

Other Businesses

1) LINEWEAVER FINANCIAL GROUP,INC;INVESTMENT RELATED;9035 SWEET VALLEY DRIVE,VALLEY VIEW,OH 44125;INVESTMENT/INSURANCE SALES;PRESIDENT;9/16/2003;70 HRS/MONTH;3 HRS DURING TRADING;MANAGEMENT OF FIRM,SALES OF INSURANCE PRODUCTS AND INVESTMENTS 2) LFG TAX SERVICES,LLC;NOT INVESTMENT RELATED;9035 SWEET VALLEY DRIVE,VALLEY VIEW,OH 44125;TAX RETURN PREPARATION;PRESIDENT;2/7/2008;5 HRS/MONTH;.5 HR-1 HRS DURING TRADING;SUPERVISE CPA AND STAFF,COMMUNICATION WITH CLIENTS 3) KML PROPERTIES;NOT INVESTMENT RELATED;9035 SWEET VALLEY DR,VALLEY VIEW,OH 44125;REAL ESTATE;OWNER;1 HR/MONTH;0 HRS DURING TRADING;LLC THAT IS USED TO OWN REAL ESTATE,PROPERTY SOLD IN 2014,LOOKING TO BUY ANOTHER ONE IN 2015 4) SWEET VALLEY PROPERTIES,LLC;NOT INVESTMENT RELATED;9035 SWEET VALLEY DRIVE,VALLEY VIEW,OH44125;REAL ESTATE;OWNER;8/2008;1 HR/MONTH;0 HRS DURING TRADING;SWEET VALLEY PROPERTIES OWNS THE BUILDING AND LEASES IT TO LINEWEAVER FINANCIAL GROUP 5) 241 PRESTWICK; INVESTMENT RELATED: YES; 241 PRESTWICK, BROADVIEW HTS, OH 44147; NATURE OR STRUCTURE OF BUSINESS: RENTAL PROPERTY; POSITION: OWNER OF PROPERTY; START DATE: ~1/2012; HOURS PER MONTH: <1; SECURITIES TRADING HOURS 0; DUTIES: PROPERTY MANAGEMENT 6) 249 WILMINGTON; INVESTMENT RELATED: YES; 249 WILMINGTON DRIVE, BROADVIEW HTS, OH 44147; NATURE OR STRUCTURE OF BUSINESS: RENTAL PROPERTY; POSITION: OWNER OF PROPERY; START DATE: 1/1/2023; HOURS PER MONTH: <1; SECURITIES TRADING HOURS 0; DUTIES: PROPERTY MANAGEMENT 7) 425 WILMINGTON; INVESTMENT RELATED: YES; 425 WILMINGTON DRIVE, BROADVIEW HTS, OH 44147; NATURE OR STRUCTURE OF BUSINESS: RENTAL PROPERTY; POSITION: OWNER OF PROPERTY; START DATE: 09/01/2020; HOURS PER MONTH: <1; SECURITIES TRADING HOURS 0; DUTIES: PROPERTY MANAGEMENT 8) 1492 GOLDEN; INVESTMENT RELATED: YES; 1492 GOLDEN LANE, BROADVIEW HTS, OH 44147; NATURE OR STRUCTURE OF BUSINESS: RENTAL PROPERTY; POSITION: OWNER OF PROPERTY; START DATE: 11/2023; HOURS PER MONTH: 5-10/MO. IN NOV & DEC. <1 STARTING IN JAN; SECURITIES TRADING HOURS 0; DUTIES: PROPERTY MANAGEMENT 9) RENTAL PROPERTY; INVESTMENT RELATED: YES; 103 GEORGIA STREET, ST SIMONS ISLAND, GA 31522; NATURE OR STRUCTURE OF BUSINESS: PERSONAL; POSITION: OWNER; START DATE: 05/2024; HOURS PER MONTH: 5; SECURITIES TRADING HOURS 0; DUTIES: MANAGING RENTAL PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-18
• S63 Uniform Securities Agent State Law Examination
  1993-10-21

Designations

• Certified Financial Planner

Other Names

• James S Lineweaver
• Jim Lineweaver