JIM EARL FINANCIAL

JIM EARL FINANCIAL of WARREN, OH is an SEC-registered investment adviser (CRD 149444). Regulatory assets under management: $1.0M.

Registration

• CRD: 149444
• Type: Registered investment adviser
• Location: 1700 EAST MARKET ST, SUITE 110, WARREN, OH, 44483
• Phone: 330-240-0846
• Latest filing: 2026-03-30
• Regulatory AUM: $1.0M
• Discretionary AUM: $1.0M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149444 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search