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James Grable

Signal Tree Financial Partners LLC

Copley, OH

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Current Employers
Signal Tree Financial Partners Llc

840 Rothrock Road Suite 201, Copley, OH 44321 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-10
  • OH RA
    APPROVED
    Since 2025-06-10

Branch Locations

840 Rothrock Road Suite 201, Copley, OH 44321 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keybank Lyndhurst OH 05/2021 08/2021
Country Club Of Buffalo Buffalo NY 05/2018 08/2020
Zapitelli Financial Mentor OH 02/2019 05/2019
John Carroll University University Heights OH 02/2019 05/2019
St Josephs Collegiate Insitute Buffalo NY 09/2014 05/2018
Northwestern Mutual Investment Services, Llc Cleveland OH 07/2022 03/2025
Signal Tree Financial Partners Llc Copley OH 03/2025 Present
John Carroll University University Heights OH 08/2018 05/2022
  • 05/2021 → 08/2021
    Keybank
    Lyndhurst, OH
  • 05/2018 → 08/2020
    Country Club Of Buffalo
    Buffalo, NY
  • 02/2019 → 05/2019
    Zapitelli Financial
    Mentor, OH
  • 02/2019 → 05/2019
    John Carroll University
    University Heights, OH
  • 09/2014 → 05/2018
    St Josephs Collegiate Insitute
    Buffalo, NY
  • 07/2022 → 03/2025
    Northwestern Mutual Investment Services, Llc
    Cleveland, OH
  • 03/2025 → Present
    Signal Tree Financial Partners Llc
    Copley, OH
  • 08/2018 → 05/2022
    John Carroll University
    University Heights, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-02
S63 Uniform Securities Agent State Law Examination 2023-01-03
  • S65 Uniform Investment Adviser Law Examination
    2025-05-02
  • S63 Uniform Securities Agent State Law Examination
    2023-01-03
Other Names
  • Jimmy Grable
  • Jimmy Grable

View on SEC IAPD

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Other Investors

CHAD THOMAS KLEMENS
TYLER W AMOS
MARK William Stevenhagen
RONALD BARYLAK
DAVID LAWRENCE PELLAND
LAWRENCE WALTER PELLAND
IAN WILLIAM MCCLOUD
MARK K MILLAR

Other Offices

CHARLES SCHWAB & CO., INC. · Copley, OH
ALDA ADVISORS, INC. · Akron, OH
PNC WEALTH MANAGEMENT LLC · AKRON, OH
SYMPHONY FINANCIAL SERVICES, INC. · AKRON, OH
LPL FINANCIAL LLC · AKRON, OH
UBS FINANCIAL SERVICES INC. · AKRON, OH
OELSCHLAGER INVESTMENTS · AKRON, OH
BULLINGTON CAPITAL MANAGEMENT, LLC · AKRON, OH

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