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James W
Series 66
Hinckley, OH
James A Wynne LLC
James Wynne is the principal of James A Wynne LLC, an independent advisory firm, and holds a Series 66 credential with 26 years of industry experience. His prior positions include roles at Merrill, American Heritage Securities Inc, EGI Financial INC, Weidrick Livesay & Company, and Summit Wealth Management LLC. Wynne is a licensed CPA and provides seasonal tax preparation services with Hinckley Tax Service. James A Wynne LLC serves individual and high-net-worth clients with portfolio management and financial planning. The firm employs a blend of cyclical, fundamental, modern portfolio theory, and technical analysis across various asset classes, seeks discretionary authority for implementation, and emphasizes documented risk tolerance and regular account reviews.
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