James Dudley Howard, Jr. at DV Monarch 2026-1 NMTC Fund, Phoenix — James Investment was founded in 1972 near Dayton, OH. See contact routes.
James Investment was founded in 1972 near Dayton, OH, with the goal of helping individuals, families, and institutions manage their financial lives. They provide financial planning, investment management, and various other services, including estate and trust planning, business services, and tax planning. The firm serves future-focused planners, retirees, high-earning professionals, business owners, and institutional investors.
Details on this investor come from filing and round data held in the StartupFundraising directory, refreshed on ingest. Founders use profiles like this one to qualify fit and to shortlist investors in Phoenix.
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