James Iverson
1taxfinancial · Cincinnati, Ohio
James Iverson is a fee-only financial advisor at 1taxfinancial in Cincinnati, Ohio, who holds the CFA credential. 1taxfinancial reports charging hourly fees on its Form ADV.
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Facts
| Firm | 1taxfinancial |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Hourly |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, OH · CRD 6632808 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | 1taxfinancial.com |
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Questions about James
Is James Iverson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and 1taxfinancial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, 1taxfinancial, reports charging hourly fees on its SEC Form ADV.
Where is James Iverson based?
James Iverson is based in Cincinnati, Ohio.
What credentials does James Iverson hold?
James Iverson holds the CFA credential.
Is James Iverson registered with the SEC?
Yes. James Iverson is registered as an investment adviser representative in CO and OH (CRD 6632808), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact James Iverson?
Through James's website, 1taxfinancial.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
- 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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