James Rafoth

Current Employers

Employment History

• 10/1991 → Present
  Bps Wealth Advisors, Inc
  Canfield, OH
• 10/1991 → Present
  Bps Pension Advisors, Inc
  Canfield, OH
• 02/2001 → 02/2017
  Beard Financial Services, Inc
  Youngstown, OH
• 01/2017 → Present
  Valmark Securities, Inc.
  Akron, OH
• 02/2017 → Present
  Valmark Advisers, Inc.
  Akron, OH

Other Businesses

1.) BPS Pension Advisors, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 10/1991; THIRD PARTY ADMINISTRATOR FIRM FOR RETIREMENT PLANS. 80 HOURS PER MONTH DURING MARKET HOURS. PENSION CONSULTANT/PRESIDENT. SERVE AS PENSION CONSULTANT TO SMALL COMPANIES AND BUSINESSES THAT WISH TO ESTABLISH RETIREMENT PLANS FOR COMPANY EMPLOYEES; COMPENSATION A PERCENTAGE OF GROSS INVOICES PAID./// 2.) RAFOTH DEVELOPMENT COMPANY, 3701 Boardman-Canfield Road, Suite 1, Canfield, OH 44406; NOT INVESTMENT RELATED; RENTAL REAL ESTATE; SINCE 2007; OWNER; NO CLIENT INVOLVEMENT; RAFOTH DEVELOPMENT LLC CURRENLTY OWNS TWO PROFESSIONAL OFFICE BUILDING WHICH ARE RENTED; RENTAL INCOME/// 3.) BPS Wealth Advisors, Inc.; 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 10/1991, 20 HOURS PER MONTH DURING MARKET HOURS PRESIDENT/ INVESTMENT ADVISOR/MANAGEMENT SERVICES. SERVE AS INVESTMENT ADVISOR TO CLIENTS; COMPENSATION-A PERCENTAGE OF GROSS FEES COLLECTED./// 4.) ValMark Securities, Inc., 3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406, 01/2017, 55 Hours per month during market hours; Registered Representative; Serve as a registered broker to clients; Compensation - A percentage of gross commissions earned./// 5.) ValMark Investment Advisers, Inc.3701 Boardman-Canfield Road, Suite 1, Canfield, Ohio 44406; 02/2017, 5 Hours per month during market hours. Investment Advisor Representative, Serve as in investment advisor to clients; Compensation - A percentage of gross fees collected./// 6.) Executive Insurance Agency, Inc., 130 Springside Drive, Akron, Ohio 44333. 02/2017. 0-1 Hour per month during market hours. Insurance Agent, Insurance agent providing insurance product sales. Compensation - A percentage of gross insurance commissions collected./// 7.) JJR Ventures Group, LLC; 17779 Willard Place Lake Milton Ohio 44429; Owner, S-Corp formed for receipt of advisory fees ; NOT Investment Related; Start Date 01/01/2024; Approximately 1-5 hrs. per month; Compensated by Salary.///

Exams

• S66 Uniform Combined State Law Examination
  2017-06-28
• S63 Uniform Securities Agent State Law Examination
  1992-08-10

Other Names

• Jim Rafoth