Broker Check
James H. Ross

James H. Ross

Portfolio Consultant & Financial Planner

Jamie has comprehensive background in financial services and business management which includes
extensive time as a professional banker, successful entrepreneur and a leader with over 30 years of business experience in both the for profit and non-profit sectors. During his tenure as a banker, he spent a
considerable time in both retail and commercial banking including business lending. Jamie also has been a co-founder, and CEO, of a successful healthcare company, led a successful financial turnaround of a large non-profit organization and spent some years consulting to small business owners. During the past 12 years Jamie has been a Financial Advisor utilizing his business and family experience to assist his clients plan and reach their financial goals. Jamie holds the series 7and 65 FINRA registrations and is a registered representative and investment advisor representative at SagePoint Financial, Inc.

Jamie graduated from Saint Lawrence University in Canton, NY with a Bachelor’s Degree in Political Science. He also completed a program of study in Business and Finance at the University of Toronto leading to the designation as a Fellow of the Institute of Canadian Bankers.

Over the years Jamie has sat in the board of directors of several non-profit companies. He currently serves as the Chairman of the Board of Community Work Services (CWS) in Boston. CWS has been serving the citizens of Boston, and now New England, since 1877 helping citizens with barriers to work to find, and keep, gainful employment.

Contact me
• Website:
• Address: 35 Braintree Hill Park, 106,
                 Braintree, MA
• Phone Number: 781-775-2071
• Email: