Annette Quinter
James Investment · Xenia, Ohio
Annette Quinter is a fee-only financial advisor at James Investment in Xenia, Ohio. Annette focuses on retirement planning, estate & legacy planning and tax planning. James Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | James Investment |
|---|---|
| Based in | Xenia, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.21B across 692 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4605465 |
| Exams passed | Series 66 (2004) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.jamesinvestment.com |
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Questions about Annette
Is Annette Quinter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Annette holds no broker registration, and James Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Annette charge for financial advice?
Annette's firm, James Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Annette Quinter based?
Annette Quinter is based in Xenia, Ohio.
What does Annette specialize in?
Annette's specialties include retirement planning, estate & legacy planning and tax planning. Annette works with high earners and executives.
Is Annette Quinter registered with the SEC?
Yes. Annette Quinter is registered as an investment adviser representative in OH (CRD 4605465), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does James Investment manage?
James Investment reports $1.21B across 692 accounts in assets under management.
How do I contact Annette Quinter?
Through Annette's website, www.jamesinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- James Investment website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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